The Nordic recovery is on track despite some surprises in the Q2 GDP components and rising downside risks. Real goods exports underperformed given...

US GDP topped its peak pre-pandemic level in Q2, but the pace of the economic recovery was largely unchanged as the Delta variant sapped some of...

Los Angeles, like New York, has suffered from urban flight that has persisted due to the delta variant. LA has recovered only 44% of its lost jobs...

Our Recovery Tracker suffered a setback at September’s end, falling 1.1pts to87.6 after reaching a new pandemic high two weeks earlier. Lower...

Consumer spending took over as the driver of recovery in Q2. We expect similar gains in Q3, leaving spending 3% below pre-pandemic levels....

We believe prospects for FDI inflows into APAC over the medium term remain strong, even though pandemic-driven supply disruptions and...

Across APAC, many cities have similar stories to tell—of 2021 economic growth being frustrated by the reimposition of lockdowns, and of recovery...

Government support schemes have been hugely successful in mitigating the financial consequences of the pandemic to consumers. But at the same time...

We still think India’s recovery will be subdued in H2 2021, despite a significant pick-up in vaccinations from August. The uptick in inoculations...

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%. This is despite our expectation of a shift in...