Coronavirus Watch: Services still the key weakness

Posted by Adam Slater on Aug 11, 2020 10:03:29 AM

Some early releases for July, notably services PMIs, have raised hopes of a Vshape recovery. But the outlook remains precarious, as illustrated by...

Emerging market financial conditions bottomed out in May, but many EMs still have some ground to cover. China is doing well, but others are...

Incoming retail sales data for June suggest a V-shape recovery in consumer spending. But these data don’t tell the whole story. Recoveries are...

Coronavirus Watch: Bumpy stabilisation

Posted by Adam Slater on Aug 4, 2020 9:20:43 AM

Largely as we expected, GDP data for Q2 published so far show very steep declines of 10%-15% in major economies. Early indications for Q2 for some...

Our State Recovery Trackers indicate that services-oriented states are suffering the greatest disruptions from the coronavirus pandemic.

Coronavirus Watch: Moving deeper into the unknown

Posted by Ben May on Jul 28, 2020 9:35:31 AM

The initial estimates of Q2 GDP for the US and eurozone will be published this week and will provide a clearer picture of the depth of the H1...

We expect the coronavirus outbreak to have a significant negative impact on world trade over the long term. We forecast the next decade will see...