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Disruption to global supply chains has resurfaced in recent months, as material shortages and freight delivery delays have damaged manufacturers’...
We expect eurozone GDP to contract in Q1. European countries have so far faltered in implementing their vaccination programmes, slowing their...
Economic growth has picked up from the sharp falls in Q2 2020, but the recovery across the ASEAN-6 economies has been uneven. Varying success in...
This week revealed a retail recovery in December stymied by the reintroduction of restrictions, while the same month delivered another huge fiscal...
Buoyed by Covid-19 vaccines, we think the pace of global GDP growth in 2021 will be the fastest in over 40 years. But for many it won’t feel much...
November’s global composite PMI data suggest that any fears that renewed lockdowns and activity restrictions due to the recent surge in Covid-19...
The global pandemic has significantly impacted the US Travel & Tourism industry, with the country reporting the highest number of coronavirus...
Some economists have been quick to upgrade their GDP forecasts for next year in response to the news that the Pfizer-BioNTech Covid-19 vaccine...
News of an effective potential vaccine is a significant boost in the fight against Coronavirus, but it doesn’t yet warrant an upgrade to our...
The latest vaccine newsflow reduces downside tail risks and increases our conviction in our ‘old economy’ rotation thesis. We upgrade global...
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