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We still think India’s recovery will be subdued in H2 2021, despite a significant pick-up in vaccinations from August. The uptick in inoculations...
Indian households have hoarded savings through the Covid crisis, although to a lesser extent than the rest of the world. Emerging from the...
Enhanced US unemployment benefits are discouraging only a small share of unemployed workers from finding jobs. The disincentive to work is...
Once the pandemic is controlled via vaccination programmes, allowing the current restrictions to be relaxed, we expect consumers will respond with...
We expect eurozone GDP to contract in Q1. European countries have so far faltered in implementing their vaccination programmes, slowing their...
Markets have cheered today’s budget, which was perceived to be growth-oriented with an emphasis on infrastructure spending. The revised estimates...
On February 1, Myanmar’s military seized control of the country, announcing a one-year state of emergency and the replacement of democratically...
The response of Europe’s consumers to the end of the lockdowns will shape the recovery, for better or worse. Social distancing, constrained...
Economic growth has picked up from the sharp falls in Q2 2020, but the recovery across the ASEAN-6 economies has been uneven. Varying success in...
The coronavirus crisis pushed eurozone inflation to a four-year low of 0.3% in 2020. We expect it to rise to 1.2% this year, but primarily due to...
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