We have lowered Sweden's growth for this year to 3.1% from 3.6% previously due to the fallout from Russia's invasion of Ukraine. The main channel...
US | Recovery Tracker offers optimism despite several headwinds
Posted by Oren Klachkin on Mar 18, 2022
The US Recovery Tracker is back within reach of its pre-Covid baseline, rising 0.4ppts to 99.8 in the week ended March 4 – its highest level since...
US | Supply chain stress is poised to intensify
Posted by Oren Klachkin on Mar 7, 2022
US supply chain stress tracker brought bad news in February. Inflation took up the baton from transportation and now represents the most stressed...
US | As Omicron fades, Recovery Tracker gains
Posted by Oren Klachkin on Mar 4, 2022
The US Recovery Tracker rose 1.3ppts to 98.4 in the week ended February 18, its highest level in two months as the spread of the Omicron variant...
US Metros Outlook | Spending profiles will continue to evolve across US metros
Posted by Aedan McCotter on Mar 1, 2022
US consumer fundamentals remain strong despite some near-term headwinds, and we expect private consumption to be a key driver of growth over the...
Sweden | 2022 GDP growth forecast raised, but high inflation is a key downside risk
Posted by Daniel Kral on Feb 24, 2022
We have raised our full year 2022 GDP growth forecast to 3.6% from 3.3% previously, due to the especially strong flash estimate for Q4 2021. The...
Australia | Population outlook boosted by quicker border reopening
Posted by Timothy Hibbert on Feb 21, 2022
Alongside the return of temporary migrants, the Australian border will be open to all traveller categories, most importantly tourists, from 21...
US | Recovery Tracker regains footing as Omicron fades
Posted by Oren Klachkin on Feb 18, 2022
The US Recovery Tracker rose 1.4ppts to 96.3 in the week ended February 4, recouping almost all of its losses since Omicron first began to weigh on...
Denmark | High inflation becomes main downside risk to our 2022 outlook
Posted by Rory Fennessy on Feb 18, 2022
GDP surprised to the upside in Q4 2021 with 1.1% q/q growth, according to the flash estimate. The positive carryover effect has raised our 2022 GDP...
Eurozone weekly economic briefing | Covid risks are out, war risks are in
Posted by Angel Talavera on Feb 18, 2022
The crisis between Russia and Ukraine continues to dominate the headlines. Although we expect the direct economic impact for the eurozone to be...