Research Briefing
While we expect broad US dollar strength in the rest of 2021, we still seemodest gains in the Korean won...
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Research Briefing
While we expect broad US dollar strength in the rest of 2021, we still seemodest gains in the Korean won...
Research Briefing
The US Recovery Tracker rose 1.3ppts to 90.2 in the week ended April 9, its first reading above 90 since...
Research Briefing
The current spread of Covid-19 in the region has yet to be brought undercontrol, leaving us cautious over the prospects...
Research Briefing
March’s pickup in inflation will mark the beginning of a sharp rise over the next few months, as sizeable base...
Research Briefing
Sweden’s economy looks increasingly resilient to the latest round of activity restrictions. Despite stricter lockdown measures and a slow vaccine roll-out, Swedish...
Research Briefing
In line with trends seen across the GCC, the twin shock of the coronaviruspandemic and low oil prices has put...
Research Briefing
The next stage of the US travel recovery has commenced. After a challenging fall and winter, signals are turning positive....
Research Briefing
After spending over $5tn in cumulative cyclical fiscal relief, Congress is now contemplating President Joe Biden’s structural stimulus package worth...
Research Briefing
In an unwelcome development, global Covid case numbers are rising sharply again. Although this adds downside risk to our economic...
Research Briefing
Asian currencies have broadly struggled in recent months due to the strengthening of the US dollar on the back of...
Research Briefing
Boston has recovered 49% of its lost jobs from the pandemic as of Q1. This was below the US recovery...
Research Briefing
Africa's travel industry has still been devastated by the ongoing restrictions and reduced tourist sentiment from the global health crisis....
Research Briefing
Although February saw GDP make only a modest advance in exiting a Covidshaped hole, the month’s 0.4% m/m rise in...
Research Briefing
We have revised up our forecasts for eurozone private consumption, and now envisage spending increasing 3.1% in 2021 and by...
Research Briefing
CPI inflation rates will remain volatile in 2021, with both headline and coremeasures set to spike to the top of...
Research Briefing
Lockdown measures likely caused the economy to contract by 1.5% in Q1, but we see growth recovering strongly throughout the...
Research Briefing
The US Recovery Tracker rose 0.8ppts to 89.1 in the week ended April 2, the sixth straight rise. Another week...
Research Briefing
The global travel recovery has remained elusive so far. Vaccination is underway in 150 countries and will play a vital...
Research Briefing
The GCC provides an interesting case study of how the vaccine programmesimpact upon the response of countries to rising new...
Research Briefing
Could fiscal stimulus lead to economic overheating? Our assessment suggests that while that’s a risk, it’s not a foregone conclusion,...