Research Briefing
The US Recovery Tracker strengthened in the week ended September 17, rising 0.3ppts to 96.1, but remaining below its early...
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Research Briefing
The US Recovery Tracker strengthened in the week ended September 17, rising 0.3ppts to 96.1, but remaining below its early...
Research Briefing
Private bank credit contracted 2.7% in 2020 in Indonesia and continued to decline on a year-on-year basis through most of...
Despite another shift in the Covid-19 situation across Europe, national governments have largely resisted imposing new lockdowns, and our short-term...
Research Briefing
A glance at recent headlines in the UK could leave the reader feeling beleaguered. So the tongue-in-cheek question posed recently...
Research Briefing
High-frequency data on numbers of employees and median pay suggest that the Covid-19 pandemic has not made the ‘north-south divide’...
Research Briefing
The surge in European gas and electricity prices over recent months pushed energy prices to an all-time high in August,...
Research Briefing
The minutes of September’s MPC meeting were more hawkish, leading markets to price in a rate hike early next year....
Research Briefing
The federal election has seen a further fragmentation of the vote, which has left Germany with an inconclusive result. A...
Research Briefing
Asia’s economic performance over the next six to nine months will continue to be hugely influenced by developments in the...
Research Briefing
Notwithstanding Covid-related risks, we expect Asian currencies will show resilience in the face of tighter US monetary policy, particularly when...
Research Briefing
Indian households have hoarded savings through the Covid crisis, although to a lesser extent than the rest of the world....
Research Briefing
The role of the RMB is greatest where China is a major destination for manufacturing exports, suggesting that the degree...
Research Briefing
The recent broad-based rises in core inflation across a range of advanced economies has reopened the debate as to whether...
Research Briefing
Our new supply-chain stress indicator reveals the US economy faces escalating supply-side challenges. Transportation logjams are the greatest point of...
Research Briefing
The Bank of Japan left monetary policy unchanged at today’s meeting, maintaining short-term and long-term interest rates at current levels....
Research Briefing
Vaccine programs across the world are well underway and should enable a sustained and meaningful easing of restrictions in late-2021...
Research Briefing
We expect Latin America to return to low trend growth in 2022, as policysupport is withdrawn and the easy gains...
Research Briefing
The Evergrande saga has shone a spotlight on the Chinese real estate sector. News that the company may miss loan...
Research Briefing
Canada will likely usher in another minority government when voters hit the polls on Sept 20, led by either the...
Research Briefing
We’ve raised our 2021 GDP growth forecast by 0.2ppts to 3.4%, following the full release of the Q2 national accounts....