Emerging Markets’ reputations for delivering on fiscal commitments has never been so important as it is now, given the need for medium-term...
EM currencies gain as growth returns, but boom unlikely
Posted by Adam Slater on Apr 6, 2021
Emerging market currencies tend to move with the economic cycle. Consequently, after losing ground in 2020, they have recently shown signs of...
Growth to accelerate from Q2 as services reopen
Posted by Stephen Foreman on Mar 8, 2021
Even with recent vaccine approvals raising hopes of ending the pandemic later this year, tightening activity restrictions, delayed vaccine rollouts,...
US | Economy to experience strongest growth since 1984
Posted by Gregory Daco on Mar 3, 2021
A year ago, the US economy plunged into the deepest and fastest economic contraction since WWII. This year, improving health conditions, expanding...
US | Recovery Tracker builds impressive momentum
Posted by Gregory Daco on Feb 25, 2021
Our US Recovery Tracker rose 1.2ppts to 81.9 in the week ended Feb. 12 – its highest level since October. Improving health dynamics remained central...
US | Resurgent Covid could stymie services’ rebound
Posted by Oren Klachkin on Nov 16, 2020
The services sector partially snapped back in Q3, but the enduring health crisis will make the road to recovery long and uneven. Even after...
US | Recovery Tracker declines as pandemic rages on
Posted by Gregory Daco on Nov 13, 2020
The US Recovery Tracker fell 0.6ppts in late October, a third successive drop to the lowest level in 10 weeks. A dangerous cocktail of surging virus...
Coronavirus Watch: Growers, slowers, & going lowers | Global
Posted by Ben May on Nov 9, 2020
Although the US election results have not triggered a significant change to our assessment of the US or global economic outlook for 2021, double dips...
US | Initial Jobless Claims - 19 Sep 2020
Posted by Oxford Economics on Sep 24, 2020
Initial jobless claims for regular state benefits rose 4,000 to 870,000 in the week ended September 19, painting a picture of a labor market recovery...
US | Recovery Tracker slows to a crawl
Posted by Gregory Daco on Sep 24, 2020
The US Recovery Tracker slowed to a crawl in the week ended Sept. 11. Despite relatively encouraging news on the health front, the deterioration in...