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...

The US economy is past its peak, but that doesn’t mean the recovery is headed into reverse. While a deteriorated health situation and lingering...

We expect above-average growth in the eurozone over the coming quarters given the ample pent-up demand in the aftermath of the crisis. In the...

At the September policy meeting, the CBR is likely to consider staying on hold or hiking its policy rate 25bp or 50bp. However, we think a 25bp...

Profitability has staged an impressive recovery, but the rise in Q1 operating margins to a 12-year high materially overstates corporate health....

The US Recovery Tracker slid to its lowest level in nearly three months during the week ended August 20, declining 0.2ppts to 95.7. Still, while...

President-elect Pedro Castillo will struggle to pass legislation in Peru’s fragmented Congress, meaning the proposals that markets most worry...

Elevated inflation is giving policymakers in Central and Eastern Europe headaches. Two of the regions’ outperformers, Poland and Hungary, are...

There have been long, multi-year cycles in the US dollar over the last 50 years, often linked to divergent monetary policies or structural...

Eurozone inflation is set to push above the ECB’s 2% target for the first time since 2018. But we think higher near-term inflation is unlikely to...