Research Briefing
Across APAC, many cities have similar stories to tell—of 2021 economic growth being frustrated by the reimposition of lockdowns, and...
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Research Briefing
Across APAC, many cities have similar stories to tell—of 2021 economic growth being frustrated by the reimposition of lockdowns, and...
Research Briefing
Government support schemes have been hugely successful in mitigating the financial consequences of the pandemic to consumers. But at the...
Research Briefing
We still think India’s recovery will be subdued in H2 2021, despite a significant pick-up in vaccinations from August. The...
Research Briefing
We’ve cut our China growth forecast for Q4 to 3.6% y/y from 5%, and for 2022 to 5.4% from 5.8%....
Research Briefing
Inflation in the UK is set to peak higher for longer than we previously expected. But structural factors plus the...
Research Briefing
The global economic outlook appears to be deteriorating, according to our quarterly review of alternative measures of economic risk. Most...
Research Briefing
Electricity demand from the road vehicle sector is set to accelerate sharply in the coming decades, according to our new...
Research Briefing
Stringent mitigation scenarios aimed at limiting global warming to 1.5°C are right at the edge of what is economically feasible...
Research Briefing
Continued strength in the latest labour market data has led us to strengthen our London employment forecast. We now expect...
Research Briefing
The GCC recovery built momentum in Q3, thanks to vaccine progress, easing of health restrictions, and higher oil output. However,...
Research Briefing
Revisions in Q2’s national accounts showed the economy responding more strongly to exiting lockdown than initially thought. At the same...
Our 2021 mainland GDP growth forecast remains unchanged at 4.1%. With all domestic restrictions eased and the pandemic largely under...
Research Briefing
While the potential collapse of Chinese property firm Evergrande matters, it doesn’t signal a ‘Lehman moment’ that might spark global...
Research Briefing
Expo 2020 starts in the UAE on October 1 and will provide a significant boost to the economy. Although international...
Research Briefing
The Australian government is facing growing pressure on several fronts to solidify lower carbon emission targets. If left unchecked, these...
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’...