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...

Joe Biden will become the 46th president of the United States. But with Republicans likely to retain control of the Senate, Biden will find...

Joe Biden will become the 46th president of the United States. But, with Republicans likely to retain control of the Senate, Biden will find...

Our new Metro Recovery Trackers (MRTs) reveal that metro recoveries are laggards in the domestic rebound from the Global Coronavirus Recession....
Our ‘recovery tracker’ indicator improved through October, now surpassing the level reached prior to the second lockdown in Melbourne. However,...

Despite swirling uncertainty over the outcome of the US elections, two points are clear: The Blue wave didn’t materialize, and a status quo policy...

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...

Analysing Joe Biden’s policy agenda, we find that all industries and states would fare better than they would under a status quo policy...