Research Briefing
The sudden recent wave of regulatory tightening hitting China’s internet companies has shaken investor confidence. Markets were badly prepared; they...
Research Briefing
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Displaying 1 to 20 of 2286 results
Research Briefing
More than 11 million individuals will lose access to emergency unemployment benefits at the end of next week creating a...
Research Briefing
Concerns have risen about financial market risks, centring around elevated asset valuations and high corporate debt. A lack of corporate...
Research Briefing
Input shortages were the key theme of this week’s business surveys. Manufacturers continue to struggle with global component shortages, while...
Research Briefing
The Egyptian economy has proven resilient in the face of the Covid-19 pandemic, but more recent PMI figures suggest that...
Research Briefing
The closure of the international border has caused net overseas migration (NOM) to crash during the pandemic, significantly slowing population...
Research Briefing
In our recent extended panel assessment on EM FX, we found most currencies have yet to recover ‘fair value’ after...
Research Briefing
The halving of Australia’s arrival cap in July 2021 will drag on net overseas migration (NOM) in Q3 and Q4...
Research Briefing
While we don’t expect the looming announcement of QE tapering by the US Fed to trigger a sharp rise in...
Research Briefing
There’s a close race as the Bank of Canada weighs sticking with its successful flexible inflation targeting (FIT) or switching...
Research Briefing
Oil exports from Saudi Arabia soared to SAR61.5bn in June, a 123% increase from a year earlier, as oil output...
Research Briefing
The mainland economy advanced 1.4% q/q in Q2, lower than our 1.9%prediction. The final reopening of the economy has been...
Research Briefing
The race to succeed long-term Chancellor Merkel and lead Europe’s largest economy is wide open. But we think Germany will...
Research Briefing
South Korea’s trade has remained resilient despite rising global Covid cases, with export and import momentum gaining further traction. We...
Research Briefing
We have cut our near-term growth forecasts, in part due to the spread of Delta, and are likely to fine-tune...
President Biden has set a target of reducing net greenhouse gas emissions in the US by 50-52 percent below 2005...
Domestic travel is the key factor that will support the near-term tourism recovery in Asia-Pacific (APAC). While international travel in...
Research Briefing
Retail sales fell sharply in July, but we don’t see this as a reason to turn bearish on the consumer...
Research Briefing
The Delta variant is causing concern globally and is becoming significant in the Middle East. It now accounts for most...
Research Briefing
The fiscal and monetary response to the pandemic will leave a lasting mark on the net trade position of the...
