Research Briefing
Inflationary pressures have strengthened and broadened in Central and Eastern Europe recently, prompting a hawkish turn by the region’s central...
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Research Briefing
Inflationary pressures have strengthened and broadened in Central and Eastern Europe recently, prompting a hawkish turn by the region’s central...
Research Briefing
Downward revisions to Q2 and Q3 GDP figures and concerns about the spread of the Omicron coronavirus variant have led...
Research Briefing
The top 900 Global Cities currently produce almost 60% of all world economic activity, and they will grow in importance...
Research Briefing
Recovery in international travel will gather pace during 2022, but there will be some further reductions in activity early in...
Research Briefing
We see signs that the worst is over and we expect eurozone industrial production to grow a strong 4% in...
Latin America’s economy enters the new year on a weakened footing. Our 2022 themes revolve around the inherent struggle between...
Research Briefing
It appears to be a forgone conclusion that the ECB council will agree to end its Pandemic Emergency Purchase Programme...
Research Briefing
Canada’s full economic recovery from the pandemic has been delayed, notderailed. The economy continues to benefit from reopening amid highvaccination...
Research Briefing
We think the government’s shift to its Plan B Covid strategy is unlikely to have a significant impact on output....
Research Briefing
The health situation is deteriorating across Europe, prompting strongercontainment measures. Beyond the direct impact that renewed restrictions will have on...
Research Briefing
The US Recovery Tracker fell sharply in late November as news of the Omicron variant hit financial markets, exacerbating the...
Research Briefing
Japan’s foreign direct investment (FDI) position nearly tripled over the past decade, even as domestic investment stagnated. Currently, 40% of...
Research Briefing
The Nordic countries will exit 2021 in much better shape than when they entered it. Considerable progress on vaccine rollouts...
Research Briefing
A December rate hike would require the Monetary Policy Committee (MPC) to be satisfied that the end of the furlough...
Research Briefing
A less positive economic outlook and rising downside risks are threatening the global real estate recovery. Our baseline forecast is...
Research Briefing
Climate change is expected to have a significant impact on Africa. Therefore, the continent's preparation in expectation of further global...
Research Briefing
Although Africa's carbon footprint is currently relatively small, the continent is severely vulnerable to the effects of climate change. Therefore,...
Research Briefing
The level of Asian exports in volume terms has been stagnant in H2 2021. In addition, across the major manufacturing...
Research Briefing
Canada entered the pandemic with historically elevated household debt, and a C$193bn surge in mortgage borrowing during the pandemic has...