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World trade is staging an impressive recovery and so are ASEAN’s exports. We forecast exports will make a positive contribution to headline growth...
A great uncertainty for the growth outlook is the extent to which households will spend the additional savings they’ve accumulated once normal...
The upside risks to our above-consensus view on eurozone inflation in 2021 are rising. However, we think that this primarily reflects the odds of...
Our thorough analysis of inflation risks shows that Mexico should be the first to join Brazil in the rate-hiking club in 2021. With three in four...
Tracker data suggests that growth across the ASEAN bloc improved to a 1.5% y/y contraction in February following a 2.9% decline in January. The...
Market nervousness about inflation has increased in recent weeks, in part due to strong monetary growth in the major economies. While we still...
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