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Following the terrible disappointment of the last decade, the era of lows – low GDP growth, inflation, real interest rates, asset returns, and...
As the recovery matures, we expect private sector spending to step up in 2021 while policy support retreats. Meanwhile, as China embarks on its...
We expect a more synchronous recovery in Asia Pacific in 2021, with all economies returning to annual growth. While China’s growth should moderate
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...
The FY21 Budget shifted the focus from immediate support to economic recovery, bolstering the government’s approach to jobs growth and encouraging...
The coronavirus pandemic and associated policy response has accelerated some interesting trends that had been emerging in the saving and borrowing...
Many have been comparing the COVID-19 recession with previous financial crisis, in particular the 2008 Global Financial Crisis.
Indeed, our...
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