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...

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We expect Latin America to return to low trend growth in 2022, as policysupport is withdrawn and the easy gains from the reopening fade.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...

Canada will likely usher in another minority government when voters hit the polls on Sept 20, led by either the incumbent Liberals or the...

Household consumption reached its pre-pandemic level in Q2. Goods spending has been elevated throughout the recovery, while spending on essential...

Governments around Australia pursued an ‘infrastructure-led recovery’ to kickstart the economy following the coronavirus induced 2020 recession....

The US Recovery Tracker exited the summer on a bright note. It rose 0.7ppts to 96.7 during the two weeks ended September 3 – the highest reading...

We remain bullish on the outlook for the Canadian economy over the next two years despite a surprising contraction in Q2. However, increased Delta...