Research Briefing
The US Recovery Tracker carried the stalled progress we saw in the month of July into August, falling 0.3ppts to...
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Research Briefing
The US Recovery Tracker carried the stalled progress we saw in the month of July into August, falling 0.3ppts to...
Research Briefing
Earlier in July, the European Commission put forward a concrete set of proposals aimed at providing substance to the EU’s...
Research Briefing
July’s fall in inflation is likely to represent only brief respite for consumers. After a larger than expected rise in...
Research Briefing
The flash release estimates that GDP expanded 2.2% in Q2, slightly better than our 2.1% estimate, pushing the Danish economy...
Research Briefing
Sweden’s economy grew by 0.9% q/q in Q2 according to the flash estimate. This was below our forecast and driven...
Research Briefing
We recently concluded that, judging by China’s export performance in the last two years, there is little evidence so far...
Research Briefing
Our recovery tracker has taken a step down due to the Greater Sydney lockdown and snap lockdowns in other capital...
Research Briefing
Inventories – normally a strong predictor of the business cycle – are uncharacteristically low, even though global growth is at...
Research Briefing
A decent rise in GDP in Q2 confirmed hopes that the relaxation of Covidrestrictions would trigger a strong response from...
Research Briefing
Finland’s GDP for 2020 has been revised down, with a larger contraction in the first half of the year and...
Research Briefing
Business failures in Japan have been stemmed thanks to massive government and bank liquidity support. However, there’s mounting concern regarding...
Research Briefing
Headline CPI inflation rose 5.4% y/y in July 2021, but regional inflation is uneven, with prices up 5.9% y/y in...
Research Briefing
Saudi Arabia’s GDP rose 1.5% y/y in Q2 according to the flash estimate. This was mainly driven by a boost...
Research Briefing
Our Recovery Tracker recorded a second consecutive mild contraction in the week ending July 25, falling 0.3pts to 85. This...
Research Briefing
The protracted Greater Sydney lockdown, and return to lockdown conditions in other capital cities and regions has led to a...
Research Briefing
The rapid spread of the Delta variant has resulted in a third wave of Covid-19infections, almost as severe as the...
Research Briefing
We estimate world GDP surpassed pre-pandemic levels in Q2. But in recent weeks surging cases of the Delta variant have...
Rising coronavirus cases have resulted in London moving further from normality throughout June and into July. London’s normality score in...
Research Briefing
Recovering consumer demand has clashed with supply constraints, causing inventories relative to demand to fall in several industries, such as...
Research Briefing
Headline CPI inflation in Canada was up 3.1% y/y in June, and we expect that a transient release of pent-up...