Eurozone consumer spending was poised to drive growth in 2022, but increasingly consumers' underpinnings have become shaky. While we still expect a...
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...
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...
Eurozone | Limited Ukraine incursion would dampen the recovery
Posted by Innes McFee on Feb 15, 2022
The impact of a “limited” incursion by Russia into Ukraine would deal an unwelcome blow to the European economy via higher inflation squeezing real...
London monitor | London’s economic growth to slow in 2022 as recovery matures
Posted by Richard Holt on Feb 7, 2022
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...
US | Recovery Tracker can’t shake the January chills
Posted by Oren Klachkin on Feb 3, 2022
The US Recovery Tracker dropped 2.2ppts in the week ended January 21, falling to 97.8 as Omicron and dramatic financial market volatility brought the...
Middle Eastern Cities: The long-term outlook
Posted by George Bowen on Jan 31, 2022
In 2021, there were 16 Urban Economic Powerhouses in the world (cities with GDP greater than $500bn), but none were located in the Middle East. By...
US | Recovery Tracker hobbles into 2022
Posted by Oren Klachkin on Jan 20, 2022
The US Recovery Tracker fell 0.7ppts to 97.1 in the first week of January, down for a fourth straight week. With the holiday season drag now largely...