Research Briefing
Our Latin America Recovery Tracker (LART) jumped 1.9pts during the weekending April 30, after the previous week’s 0.1pt drop was...
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Research Briefing
Our Latin America Recovery Tracker (LART) jumped 1.9pts during the weekending April 30, after the previous week’s 0.1pt drop was...
Research Briefing
The April PMIs for both Saudi Arabia and the UAE remained in expansionaryterritory, at 55.2 and 52.7 respectively. Continued recovery...
Research Briefing
The outlook for the construction industry was relatively benign leading into 2020, with residential construction activity in particular still declining...
Research Briefing
US manufacturing activity is currently above pre-coronavirus levels, markingthe fastest and strongest recovery in the past 60 years. A durable...
Research Briefing
The CRT sank 1.3ppts to 85.9 in the week ended April 16, highlighted by a drop in the health index...
Research Briefing
A global shortage of semiconductors is the latest hiccup to disturb international supply-chains. In our view, though, the shortage is...
Research Briefing
US earnings growth continues to surprise to the upside, with more cyclical sectors leading the way in the Q1 earnings...
Research Briefing
The growth recovery divergence between advanced economies and African frontier markets is becoming more overt this year as vaccination campaigns...
Research Briefing
Norway’s economy is restrained by activity restrictions that aim to maintain tight control over the pandemic. However, once containment measures ease,...
Research Briefing
Recent survey and high-frequency data have boosted hopes that the economy is in the early stages of a strong rebound...
Research Briefing
World goods trade is staging an impressive recovery. It has now returned to its pre-pandemic trend, and our forecasts see...
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...