Research Briefing
The closure of the international border has caused net overseas migration (NOM) to crash during the pandemic, significantly slowing population...
Research Briefing
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Displaying 1 to 20 of 2361 results
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...
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...
