Research Briefing
After expanding strongly in Q2, global GDP growth slowed in Q3 in response to the Delta disruption and ongoing supply...
Research Briefing
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Displaying 1 to 20 of 2361 results
Research Briefing
Our new index of European real estate obsolescence finds that the Nordic countries have the lowest risk of obsolescence and...
Research Briefing
We’ve lowered our 2022 Danish GDP forecast 0.1ppt to 3%, with the Omicron variant expected to slow activity in Q1....
Research Briefing
Egypt has become a bit too reliant on portfolio inflows to keep its external position afloat. This is a vulnerable...
Research Briefing
The Bank of Japan (BoJ) left monetary policy unchanged at today’s meeting, maintaining current short- and long-term interest rates. Commodity...
Research Briefing
We have kept our growth forecast for this year unchanged at 3.2%, as we expect the impact of the Omicron...
Research Briefing
The pandemic has tested the adaptability and resilience of transport and logistics companies. With consumers focusing their spending on goods...
Research Briefing
Much has been written about the rebound in US retail fundamentals with some real estate commentators suggesting that the strengthening...
Research Briefing
A strong outturn for November took the output measure of GDP above its pre-pandemic peak. Given GDP is likely to...
Research Briefing
Strong industrial production numbers for November offer some hope that the worst is over, supporting our view of a gradual...
Research Briefing
Our forecast for Finland’s GDP growth is 2.3% this year and 1.5% in 2023, both unchanged from last month. Despite...
Research Briefing
This week’s talks between Russia, on one side, and on the other the US, NATO and the Organisation of Security...
Research Briefing
We expect the solid recovery of the labour market and the lagged impact from the 2021 inflation surge to trigger...
Research Briefing
Our eurozone Recovery Tracker saw further deterioration over the Christmas period, falling 1.5pts to 79.1 in the three weeks ended...
Research Briefing
The hit to UK GDP from Omicron is likely to be much smaller than previous Covid waves
Research Briefing
Our US supply-chain stress tracker offers some encouraging news to kick off the new year. However, logistics bottlenecks remained.
Research Briefing
The US Recovery Tracker recorded its second straight loss in the week ended Dec. 24. Typical weakness ahead of the...
Research Briefing
The news for Europe at the start of the year has been mixed. The spread of the Omicron variant has...
Research Briefing
The latest data point to a strong recovery underway in London in Q4 2021. But this pace of expansion will...
Research Briefing
That movements in consumer credit and households’ savings in November returned to levels more akin to pre-Covid norms offered further...
