Research Briefing
Our new supply-chain stress indicator reveals the US economy faces escalating supply-side challenges. Transportation logjams are the greatest point of...
Explore our economic briefings, providing key insights into market trends and economic developments. Download the full reports for comprehensive data and detailed analysis to help you stay ahead in a changing economy.
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We expect Latin America to return to low trend growth in 2022, as policysupport is withdrawn and the easy gains...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....
Research Briefing
Growth was confirmed at 0.9% in Q2, driven by domestic demand while net exports were a drag. The monthly GDP...
Research Briefing
House price growth has gone from fast to faster across the eurozone, defying predictions of a pandemic-triggered downturn. This impressive...
Research Briefing
Recent political shifts have increased the odds of Germany loosening its tight national fiscal rules after the September elections, which...
Research Briefing
Ghana managed to fight off the worst effects of the Covid-19 pandemic last year. While the country's economic prospects remain...
Research Briefing
Household consumption reached its pre-pandemic level in Q2. Goods spending has been elevated throughout the recovery, while spending on essential...
Research Briefing
Governments around Australia pursued an ‘infrastructure-led recovery’ to kickstart the economy following the coronavirus induced 2020 recession. As part of...
Research Briefing
The US Recovery Tracker exited the summer on a bright note. It rose 0.7ppts to 96.7 during the two weeks...
Research Briefing
After over a year of political impasse, Lebanon has finally formed a government, led by a twice-former prime minister Najib...
Research Briefing
Construction and, to a lesser extent, manufacturing and agriculture were the only UK sectors to suffer significant labour shortages in...
Research Briefing
Finland’s Q2 GDP has been revised up slightly, which mechanically has lifted our forecast for 2021 growth. Most leading indicators...
Research Briefing
The latest survey of Japan’s households shows the stark failure of Abenomics to boost household wealth through asset price growth....
Research Briefing
We remain bullish on the outlook for the Canadian economy over the next two years despite a surprising contraction in...
Research Briefing
The US economy is past its peak, but that doesn’t mean the recovery is headed into reverse. While a deteriorated...