According to our analysis, eurozone consumers are raring to get spending as soon as restrictions are eased. Our modelling, based on a range of...

The recent spell of very cold weather seems apt for an economy partially frozen as a result of lockdown. High-frequency indicators of economic...

Once the pandemic is controlled via vaccination programmes, allowing the current restrictions to be relaxed, we expect consumers will respond with...

Consumer price inflation was remarkably volatile over much of 2020. Government policies aimed at abating cost-of-living pressures in response to...

The response of Europe’s consumers to the end of the lockdowns will shape the recovery, for better or worse. Social distancing, constrained...

The 2021 consumer spending liftoff may be delayed, but the rocket is fueled up and ready for launch once health conditions improve. Our detailed...

We expect holiday sales to register a small advance this year, up only 0.6% y/y. While phase one of the recovery proved that fiscally supported...

The introduction of a second lockdown will cause GDP to drop sharply in November, but we expect it will be less economically damaging than the...

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

The US Recovery Tracker slowed to a crawl in the week ended Sept. 11. Despite relatively encouraging news on the health front, the deterioration...