Research Briefing
We remain sceptical that Draghi’s reform agenda will be fully delivered and consider a long-term improvement in Italy’s economic prospects...
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Research Briefing
We remain sceptical that Draghi’s reform agenda will be fully delivered and consider a long-term improvement in Italy’s economic prospects...
Research Briefing
Political turmoil in Portugal will delay the execution of some EU recovery funding and freeze key stimulus measures planned for...
The easy gains from re opening the London economy have now mostly been realised, and the visitor economy is still...
Research Briefing
Favorable spending fundamentals among US consumers and a desire to make up for last year’s socially distanced holidays should add...
Research Briefing
The non-oil PMIs for the UAE, Saudi Arabia and Qatar remained in expansionary territory in October, a run that has...
Research Briefing
The National Bank of Poland (NBP) hiked its policy rate by 75bps to 1.25% at yesterday’s meeting. Although some tightening...
Research Briefing
We estimate that Warsaw’s GDP grew by 4.5% a year in the 2010-19 period, so notably faster than its five...
Research Briefing
Carbon pricing – either through a tax or an emissions trading scheme – will play an integral role in efforts...
Research Briefing
The government has announced a record spending plan in the 2022 Budget to spur the post pandemic recovery. Measures include...
Research Briefing
The global recovery from the pandemic will be dented but not derailed if high energy prices persist throughout 2022, our...
Research Briefing
China's official manufacturing PMI fell 0.4 points to 49.2 in October, while the non-manufacturing PMI dropped to 52.4, from 53.2...
Research Briefing
The US Recovery Tracker rose an impressive 1.5ppts to 99.3 in the week ended October 15, its highest level since...
Research Briefing
Remittances are an important source of income for families in Central America and the Caribbean, funding more than 20% of...
Research Briefing
We forecast a permanent hit to Singapore’s population after two consecutive years of contraction in which border closures restricted regular...
Research Briefing
Previous work identified which goods exports would be most affected by sanctions from China by constructing a ‘vulnerability score’ for...
Research Briefing
Europe’s tourism sector made solid strides towards recovery this summer. In July, overnight stays reached just above 70% of 2019...
Research Briefing
GDP for the eurozone surprised on the upside in Q3 with growth of 2.2% q/q, slightly up from Q2. The...
Research Briefing
The Bank of Japan (BoJ) left monetary policy unchanged at today’s (28th October) meeting, retaining current short- and long-term interest...
Research Briefing
China's growth slowdown will dampen economic activity across the APAC region. But the full extent of the impact will be...
Research Briefing
As of the September 2021 jobs report, leisure and hospitality employment sits 9% below its pre-pandemic level; this is three...