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Indian households have hoarded savings through the Covid crisis, although to a lesser extent than the rest of the world. Emerging from the...
The role of the RMB is greatest where China is a major destination for manufacturing exports, suggesting that the degree of trade integration with...
Our new supply-chain stress indicator reveals the US economy faces escalating supply-side challenges. Transportation logjams are the greatest...
The Bank of Japan left monetary policy unchanged at today’s meeting, maintaining short-term and long-term interest rates at current levels....
Vaccine programs across the world are well underway and should enable a sustained and meaningful easing of restrictions in late-2021 and...
We expect Latin America to return to low trend growth in 2022, as policysupport is withdrawn and the easy gains from the reopening fade. LatAm’s...
The Evergrande saga has shone a spotlight on the Chinese real estate sector. News that the company may miss loan repayments and have to...
Canada will likely usher in another minority government when voters hit the polls on Sept 20, led by either the incumbent Liberals or the...
House price growth has gone from fast to faster across the eurozone, defying predictions of a pandemic-triggered downturn. This impressive...
Household consumption reached its pre-pandemic level in Q2. Goods spending has been elevated throughout the recovery, while spending on essential...
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