Industrial production will lag services growth globally going into 2022 as supply-chain pressures continue to bite and the post-pandemic recovery in...
APAC | Regional monetary policies to continue to diverge in 2022
Posted by Sian Fenner on Dec 8, 2021
We expect monetary policy to continue to diverge across Asia Pacific (APAC) in 2022, with central banks in the advanced APAC economies (apart from...
Global | Key themes 2022: Strong recovery amid shifting risks
Posted by Ben May on Dec 7, 2021
Diminishing economic disruption and uncertainty, stemming from the pandemic and ensuing supply-side bottlenecks, bode well for a still-strong...
APAC | Asia supply-chain disruptions easing but challenges remain
Posted by Sian Fenner on Dec 1, 2021
Following an easing in restrictions, Asia production is ramping up to meet strong global demand for consumer goods, auto parts, and electronics....
Eurozone | Low-flation risks to come back to the fore in late-2022
Posted by Oliver Rakau on Nov 18, 2021
We see little evidence that the outlook for underlying inflation in the eurozone is much changed from a few months ago. In fact, there’s a high...
Global | First, pandemic hits automakers, now it’s a chip shortage
Posted by Stephen Foreman on Jan 20, 2021
Since the end of 2020 semiconductors used in the automotive sector have been in short supply. Pressure built as the auto industry recovered from the...