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There are two factors explaining this. Omicron stifled activity in December 2021 and the opening part of the new year, leading us to downgrade our...
Strong industrial production numbers for November offer some hope that the worst is over, supporting our view of a gradual resolution of supply-side...
We expect the solid recovery of the labour market and the lagged impact from the 2021 inflation surge to trigger a sharp pick-up in wage growth in...
Our eurozone Recovery Tracker saw further deterioration over the Christmas period, falling 1.5pts to 79.1 in the three weeks ended December 26....
The news for Europe at the start of the year has been mixed. The spread of the Omicron variant has resulted in a predictable surge in infections, in...
The latest data point to a strong recovery underway in London in Q4 2021. But this pace of expansion will have been hit by the Omicron Covid-19...
The spread of Omicron across Europe coupled with the holiday season will probably result in a surge in infections over the next few weeks. This will...
Our Recovery Tracker continued its downward trajectory in early December as the resurgent pandemic, reimposed restrictions, and voluntary social...
The spread of Omicron across Europe will probably see a surge in infections over the coming weeks that could surpass all previous waves. Although...
We expect monetary policy to continue to diverge across Asia Pacific (APAC) in 2022, with central banks in the advanced APAC economies (apart from...
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