Research Briefing
The US Recovery Tracker slipped to 97.5 in the week ended October 1, down 0.6pts from its post-pandemic high in...
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Research Briefing
The US Recovery Tracker slipped to 97.5 in the week ended October 1, down 0.6pts from its post-pandemic high in...
Research Briefing
The US economy has lost some luster, but demand appears resilient in the face of lingering supply-chain disruptions.
Research Briefing
Necessity and opportunity allowed African issuers to expand their public debt positions markedly since the Covid-19 pandemic hit. The sharp...
Research Briefing
Still lagging its peers, New York has recovered only 49% of its lost jobs since the start of the pandemic....
Research Briefing
The Nordic recovery is on track despite some surprises in the Q2 GDP components and rising downside risks.
Research Briefing
US GDP topped its peak pre-pandemic level in Q2, but the pace of the economic recovery was largely unchanged as...
Research Briefing
Infrastructure Australia releases its first market capacity report today and consensus is clear, there are major challenges ahead securing the skills...
Research Briefing
Los Angeles, like New York, has suffered from urban flight that has persisted due to the delta variant. LA has...
Research Briefing
Our Recovery Tracker suffered a setback at September’s end, falling 1.1pts to87.6 after reaching a new pandemic high two weeks...
Research Briefing
Consumer spending took over as the driver of recovery in Q2. We expect similar gains in Q3, leaving spending 3%...
Research Briefing
We believe prospects for FDI inflows into APAC over the medium term remain strong, even though pandemic-driven supply disruptions and...
Research Briefing
Across APAC, many cities have similar stories to tell—of 2021 economic growth being frustrated by the reimposition of lockdowns, and...
Research Briefing
Government support schemes have been hugely successful in mitigating the financial consequences of the pandemic to consumers. But at the...
Research Briefing
We still think India’s recovery will be subdued in H2 2021, despite a significant pick-up in vaccinations from August. The...
Research Briefing
We’ve cut our China growth forecast for Q4 to 3.6% y/y from 5%, and for 2022 to 5.4% from 5.8%....
Research Briefing
Inflation in the UK is set to peak higher for longer than we previously expected. But structural factors plus the...
Research Briefing
The global economic outlook appears to be deteriorating, according to our quarterly review of alternative measures of economic risk. Most...
Research Briefing
Electricity demand from the road vehicle sector is set to accelerate sharply in the coming decades, according to our new...
Research Briefing
Stringent mitigation scenarios aimed at limiting global warming to 1.5°C are right at the edge of what is economically feasible...
Research Briefing
Continued strength in the latest labour market data has led us to strengthen our London employment forecast. We now expect...