We expect Latin America to return to low trend growth in 2022, as policysupport is withdrawn and the easy gains from the reopening fade. LatAm’s...

The closure of the international border has caused net overseas migration (NOM) to crash during the pandemic, significantly slowing population...

The halving of Australia’s arrival cap in July 2021 will drag on net overseas migration (NOM) in Q3 and Q4 2021, resulting in an estimated outflow...

While we don’t expect the looming announcement of QE tapering by the US Fed to trigger a sharp rise in US yields a la 2013’s ‘taper tantrum’, it...

Rapid house price rises are feeding into a broader asset price boom that’s the strongest in decades and also unusually synchronised across assets....

The upside risks to our above-consensus view on eurozone inflation in 2021 are rising. However, we think that this primarily reflects the odds of...

Vaccine programs across the world are well underway and should enable  a sustained and meaningful easing of restrictions in mid-2021. But as we...

The Recovery and Resilience Plans (RRPs) that EU member states have so far submitted to the European Commission to unlock funds from Next...

Vaccine rollouts are either underway or imminent in several countries, butglobal GDP growth will be constrained by social distancing measures in...

Commodity prices have rallied on the anticipation of a brighter 2021. Global economic growth looks set to return, some markets are in deficit...