Eurozone consumer spending was poised to drive growth in 2022, but increasingly consumers' underpinnings have become shaky. While we still expect a...
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...
United Kingdom | Key themes 2022: A tougher phase for the recovery
Posted by Andrew Goodwin on Dec 1, 2021
After enduring one of the deepest downturns in 2020, the UK has enjoyed one of the strongest rebounds in 2021. The ‘easy’ gains from reopening are...
India | Why the jump in household savings won’t be permanent
Posted by Priyanka Kishore on Sep 24, 2021
Indian households have hoarded savings through the Covid crisis, although to a lesser extent than the rest of the world. Emerging from the pandemic,...
APAC | How households unleash their savings is key to growth
Posted by Louis Kuijs on May 26, 2021
A great uncertainty for the growth outlook is the extent to which households will spend the additional savings they’ve accumulated once normal...