Research Briefing
Talk of US labor shortages is everywhere. But rather than a shortage, we see a transitory mismatch between the supply...
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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...
Research Briefing
The eurozone is heading into a strong economic rebound this month, driven by a services sector boom as restrictions are...
Research Briefing
Inflation is on the rise in Asia following hefty commodity price increases, and it may in some economies even increase...
Research Briefing
London’s business activity continued to improve in April, according to the IHS Markit Purchasing Manager’s Index (PMI), and business confidence...
Research Briefing
May’s PMIs delivered a set of record, or near-record, high readings. Whileactivity may not be quite as heated as the...
Research Briefing
Oil producers in the OPEC+ alliance agreed on Tuesday to stick to the gradual easing of supply curbs through July,...
Research Briefing
The US Recovery Tracker posted its strongest gain in seven weeks, rising 1.2ppts to 93.3 in the week ended May...
Research Briefing
Large price increases for commodities and China’s heavy industry output continue to worry businesses, markets, and policymakers. If these price...