Disruption to global supply chains has resurfaced in recent months, as material shortages and freight delivery delays have damaged manufacturers’...
Eurozone: Slow vaccination pushes return to normal to late 2021
Posted by Daniela Ordonez on Feb 3, 2021
We expect eurozone GDP to contract in Q1. European countries have so far faltered in implementing their vaccination programmes, slowing their...
A synchronized recovery to take root
Posted by Sian Fenner on Jan 27, 2021
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...
Vaccine hopes amid economic troubles
Posted by Martin Beck on Jan 22, 2021
This week revealed a retail recovery in December stymied by the reintroduction of restrictions, while the same month delivered another huge fiscal...
Global Economy Key Themes 2021: New lease of life for the world economy
Posted by Ben May on Dec 9, 2020
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...
Coronavirus Watch: Industry’s strength to endure
Posted by Ben May on Dec 7, 2020
November’s global composite PMI data suggest that any fears that renewed lockdowns and activity restrictions due to the recent surge in Covid-19...
Promising vaccine developments reduce downside risk
Posted by Geoff Lacher on Nov 30, 2020
The global pandemic has significantly impacted the US Travel & Tourism industry, with the country reporting the highest number of coronavirus...
A vaccine is a major step, but policy response is also key | Global
Posted by Ben May on Nov 12, 2020
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...
Implications of a vaccine for growth | Global
Posted by Innes McFee on Nov 10, 2020
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...
A booster shot for our rotation view | Global
Posted by Daniel Grosvenor on Nov 10, 2020
The latest vaccine newsflow reduces downside tail risks and increases our conviction in our ‘old economy’ rotation thesis. We upgrade global...