Research Briefing
The spread of the Delta coronavirus variant appears to have usurped inflation as the key concern. The Delta strain will...
Explore our economic briefings, providing key insights into market trends and economic developments. Download the full reports for comprehensive data and detailed analysis to help you stay ahead in a changing economy.
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...
Research Briefing
Phoenix has recovered 66% of its lost jobs from the nadir of the pandemic. This corresponds to a net decline...
Research Briefing
Los Angeles has recovered 28% of its lost jobs from the nadir of the pandemic. This corresponds to a net...
Research Briefing
Progress in passing the Petroleum Industry Bill (PIB) and official adoption of the Nafex rate are two significant policy steps...
Research Briefing
Eurozone inflation is set to push above the ECB’s 2% target for the first time since 2018. But we think...
Research Briefing
We expect the more transmissible Delta coronavirus variant will have a much lower impact on European economies than previous waves,...
Research Briefing
The Reserve Bank of India (RBI) has played a key role in leading India’s pandemic policy response. While elevated inflation...
Research Briefing
The US Recovery Tracker added to its nearly five-month streak of weekly gains in the week ended July 9, rising...
Research Briefing
Ranking near the top in nearly every metric, Salt Lake City has recovered 94% of its lost jobs from the...
Research Briefing
Although it suffered more than most at the start of the pandemic, New York has recovered 45% of its lost...
Research Briefing
Midwestern and Southern state labor market recoveries are still outpacing the rest of the country. Labor demand has strengthened most...
Research Briefing
Our in-depth analysis of the construction sector highlights that activity in the sector is set to bounce back 3.9% in...
Research Briefing
Sweden’s economy grew by 0.4% in May according to the monthly GDPindicator. This followed strong growth in March and a...