Ben May

Recent Posts

In 2022, we expect the strength of global economic growth to be driven by demand-side developments, in stark contrast to the past two years when...

A rise in government bond yields – still only just returning to around pre pandemic lows – is not by itself a cause for concern. Rather, it’s the...

Among the key themes for 2021 we identified late last year was that the industrial sector would remain a source of strength. Since then,...

News on vaccine progress has offered some light at the end of the Covid tunnel, but the discovery that more transmissible variants have spread...

Buoyed by Covid-19 vaccines, we think the pace of global GDP growth in 2021 will be the fastest in over 40 years. But for many it won’t feel much...

November’s global composite PMI data suggest that any fears that renewed lockdowns and activity restrictions due to the recent surge in Covid-19...

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...

Although the US election results have not triggered a significant change to our assessment of the US or global economic outlook for 2021, double...

Economies that implemented lockdowns earlier in the year sufferedsubstantial plunges in consumer spending across the board. But forhousehold...

Although the coronavirus outbreak has the capacity to unleash new inflationary forces on the global economy, it’s also exacerbating the powerful...