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US consumer fundamentals remain strong despite some near-term headwinds, and we expect private consumption to be a key driver of growth over the...
In the next two decades, the world’s 900 major cities will experience a combined population increase of nearly 600 million people. While the largest...
Against a helpful macroeconomic background, albeit with risks, city economies will continue to recover in 2022. GDP growth will mostly be slower than...
Our Watchlist 2022 looks at developments that could potentially become the main African themes of next year. We look at the potential of a unilateral...
We anticipate 2022 will be a ‘MESSI’ (Moderating Expansion with Sticky Supply-driven Inflation) year for the US economy. After experiencing one of...
Ethiopia has declared a state of emergency as the government confronts an amalgamation of forces from the Tigray People's Liberation Front (TPLF) and...
It’s not runaway inflation, and it’s certainly not stagflation. In fact, the US economy is going through a bout of “M.E.S.S.I.” inflation dynamics –...
We remain bullish on the outlook for the Canadian economy over the next two years despite a surprising contraction in Q2. However, increased Delta...
The US economy is past its peak, but that doesn’t mean the recovery is headed into reverse. While a deteriorated health situation and lingering...
The Egyptian economy has proven resilient in the face of the Covid-19 pandemic, but more recent PMI figures suggest that the recovery has since...
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