Research Briefing
The Delta coronavirus variant poses the greatest risk to the global economy, according to our latest survey of risk perceptions....
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Research Briefing
The Delta coronavirus variant poses the greatest risk to the global economy, according to our latest survey of risk perceptions....
Research Briefing
The region with the strongest forecast GVA rise in 2021 is the East Midlands, with an 8.2% increase, closely followed...
Research Briefing
We see the strong pull back in long-term US yields since the peak of the reflation trade this year as...
Research Briefing
We now expect the long-run nominal neutral policy rate – i.e., the rate at which the economy is in equilibrium...
Research Briefing
President-elect Pedro Castillo will struggle to pass legislation in Peru’s fragmented Congress, meaning the proposals that markets most worry about...
Research Briefing
Having suffered less during the pandemic, Columbus has recovered 70% of its lost jobs from the nadir of the pandemic....
Research Briefing
Struggling to recover from the reported exodus of residents during the pandemic, San Francisco has recouped only 28% of its...
Research Briefing
Warnings that the consumer recovery in advanced economies may be faltering look premature. While there are near-term downside risks due...
Research Briefing
Oil prices have stabilised around $75pb following the OPEC+ deal earlier thismonth to taper production cuts starting in August. The...
Research Briefing
The Zambia national elections that will be held on August 12 is the most unpredictable election since the country’s independence....
Research Briefing
Signs continue to point towards a strong bounce back in economic activity inQ2. The vaccine rollout has advanced rapidly in...
Research Briefing
The August 12 national elections could mark a key turning point for Zambia’s future. Deteriorating economic conditions have left President...
Research Briefing
The spread of the Delta coronavirus variant appears to have usurped inflation as the key concern. The Delta strain will...
Research Briefing
Our analysis of key economic indicators suggests on balance the economy is in the mid-cycle phase of the business cycle....
Research Briefing
Our estimates suggest that house prices in advanced economies may be around 10% overvalued versus long-term trends, albeit with considerable...
Research Briefing
Elevated inflation is giving policymakers in Central and Eastern Europe headaches. Two of the regions’ outperformers, Poland and Hungary, are...
Research Briefing
Following record declines in 2020, we forecast strong 6.1% pa APAC GDP growth over the next two years. Nonetheless, the...
Research Briefing
There have been long, multi-year cycles in the US dollar over the last 50 years, often linked to divergent monetary...
Research Briefing
Benefitting from a succession of corporate relocations prior to the pandemic, Dallas has recovered 68% of its lost jobs from...
Research Briefing
Denver has recovered 55% of its lost jobs from the nadir of the pandemic. This corresponds to a net decline...