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...

Machine learning-led GDP nowcasting points to a recovery in Q3, albeit with slowing momentum through the quarter. China might reach pre-crisis...

The latest data show that retail spending growth in the US and UK isslowing but remains a relative bright spot for both economies in contrast to...

Throughout the pandemic, we have judged that the risks to our baseline forecast lie to the downside. Businesses have shared this view, according...

The coronavirus pandemic is affecting some of the world’s major cities particularly badly. Some commentators fear that highly qualified, highly...