Research Briefing
Rising raw materials prices, supply-chain disruptions, and surging shipping costs are raising expenses for producers, boosting near-term global inflationary pressures....
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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...
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...