Research Briefing
Successful vaccine rollouts continue to improve the upside potential for global travel following a depressing start to the year. Advanced...
Research Briefing
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Displaying 1 to 20 of 2248 results
Research Briefing
We believe now is the time to close out our tactical bullish GBP call, initiated in March, as the almost...
Research Briefing
Technical factors will push inflation up in the short-term and the fallout from the pandemic will raise inflation risks further...
Research Briefing
We will publish our latest city forecasts at the end of June, showing that for the world’s major cities, 2020’s...
Research Briefing
Beyond leaving monetary policy settings unchanged at meeting on 18th June, the Bank of Japan also extended the deadline of...
Research Briefing
Rapid house price rises are feeding into a broader asset price boom that’s the strongest in decades and also unusually...
Research Briefing
If implemented, the global tax reforms agreed at this month’s G7 meeting would set a floor for corporate tax rates...
Research Briefing
Talk of US labor shortages is everywhere. But rather than a shortage, we see a transitory mismatch between the supply...
Research Briefing
With the border closed until mid-2022, suppressed net overseas migration will limit Australia’s population growth to only 48,200 people in...
Research Briefing
Saudi Arabia’s GDP fell 3.0% y/y in Q1 according to newly released data, slightly less than preliminary estimates suggested. The...
Research Briefing
The Canada Recovery Tracker (CRT) dipped 0.1ppt to 90.9 in the week ended May 28, its first decline in five...
Research Briefing
Our June forecasts contained a substantial upward revision to growth in 2021 and 2022. We now forecast growth of 5.3%...
Research Briefing
The authorities’ decision to eschew lockdowns in the last 12 months has led to a steady return of mobility and...
Research Briefing
The latest US and China inflation numbers have been shrugged off by markets despite being a bit higher than expected.
Research Briefing
With the spread of Covid-19 in the US slowing considerably and vaccinations continuing at a healthy pace, consumers are gradually...
Research Briefing
A series of bond sales across the GCC have taken place. Saudi Aramco isselling its first dollar-dominated Islamic bonds in...
Research Briefing
We now expect the scarring effect from the pandemic on the supply-side of the UK’s economy to be much more...
Research Briefing
Our Canada Recovery Tracker (CRT) rose 3.3ppts to 90.9 in the week ended May 21, its fourth straight weekly increase....
Research Briefing
Our US Recovery Tracker finished May on a high note, rising 1.5ppts to 94.6 in the week ended May 28....
Research Briefing
As proposed, President Joe Biden’s American Jobs Plan would brighten the US industrial and regional outlook. Model simulations indicate the...
