Research Briefing
Reflecting recent positive developments, we think the MPC will vote unanimously to keep policy on hold in its May meeting. It...
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Research Briefing
Reflecting recent positive developments, we think the MPC will vote unanimously to keep policy on hold in its May meeting. It...
Research Briefing
The OPEC+ meeting on 27 April saw oil producers stick to agreements madeearlier in the month. It is expected that...
Research Briefing
The US Recovery Tracker rose 0.8ppts to 91.2 in the week ended April 16. Improvement in four of the six...
Research Briefing
Atlanta has recovered 52% of its lost jobs from the pandemic as of Q1, which was in line with the...
Research Briefing
The EU’s vaccine rollout will continue picking up steam in coming months after a lacklustre performance in Q1. Supply constraints...
Research Briefing
Our European Cities Normality Tracker shows the extent to which cities across Europe are moving back towards ‘normality’ following the...
Research Briefing
A win for pro-independence parties at Scottish elections on May 6 will put Scotland’s exit from the UK back on...
Research Briefing
Washington has recovered 49% of its lost jobs from the pandemic as of Q1. This was below the US recovery...
Research Briefing
Rising global Covid infections remain a key focus, but the recent surge is not automatically grounds for us to slash...
Research Briefing
Rising raw materials prices, supply-chain disruptions, and surging shipping costs are raising expenses for producers, boosting near-term global inflationary pressures....
Research Briefing
The budget deficit blew out in FY20 and will widen further in FY21 due to thegovernment’s efforts to cushion the...
Research Briefing
According to our pandemic-impact scorecard, EMs on average have been most afflicted, followed by frontier markets, with advanced economies suffering...
Research Briefing
Retail sales surged in March, even though many physical stores remained closed, while the reopening of non-essential stores and outdoor...
Research Briefing
Since the start of the pandemic, eurozone countries have been able to relax fiscal policy without worrying about the eurozone’s...
Research Briefing
Global trade is recovering so strongly that infrastructure seems unable to support it. As shipping costs reach new highs, reports...
Research Briefing
The Egyptian economic recovery is struggling to gain traction following a robust performance in 2020. We expect the economy to...
Research Briefing
The rapidly swelling second wave has taken a big toll on the country’s health infrastructure. The health system has collapsed...
Research Briefing
Tracker data suggests that growth across the ASEAN bloc improved to a 1.5% y/y contraction in February following a 2.9%...
Research Briefing
Egypt has proven to have one of the most resilient emerging market economies on the globe in the face of...
Research Briefing
Attempts to salvage the JCPOA have intensified as discussions through European intermediaries kicked off in Vienna on 6 April. Negotiators...