We expect holiday sales to register a small advance this year, up only 0.6% y/y. While phase one of the recovery proved that fiscally supported...

The introduction of a second lockdown will cause GDP to drop sharply in November, but we expect it will be less economically damaging than the...

Economies that implemented lockdowns earlier in the year sufferedsubstantial plunges in consumer spending across the board. But forhousehold...

The US Recovery Tracker slowed to a crawl in the week ended Sept. 11. Despite relatively encouraging news on the health front, the deterioration...

The economic recovery is well underway, but its speed and durability are now in question. Fiscal aid is dwindling, flu season is fast approaching,...

London’s economy is clearly recovering from the pandemic, but like London’s people it is not out of danger. 

The US economy is at a critical juncture in its recovery. Importantly, after a rapid first phase of recovery, the economy has now entered the...