Despite increasing numbers of new coronavirus cases globally, the possibility that more economies will enjoy both limited domestic restrictions...

Achieving collective immunity is a pre-condition for Latin American authorities to lift mobility restrictions permanently. We forecast that LatAm...

A run of encouraging business surveys and the apparent successful reopening of the Israeli economy suggest that upside risks to our already...

UK | Our GBP bullish case

Posted by Gaurav Saroliya on Mar 29, 2021 11:07:31 AM

The attractiveness of UK equities relative to global peers leads us to remain tactically bullish GBP in our long-only asset-allocation portfolio....

Our US Recovery Tracker rose 1.7ppts to 85.3 in the week ending March 12, a new high one year after the onset of the coronavirus crisis. Health...

Suspension of AstraZeneca vaccinations in a number of European economies, news of more vaccine supply problems, and rising Covid case numbers...

US | Stars are aligning for corporate profits

Posted by Lydia Boussour on Mar 22, 2021 12:44:56 PM

For US companies, a post-pandemic boom in consumer demand will lead to faster growth in revenue than costs, setting the stage for a 15% rise in...