Despite tensions continuing to ratchet higher, on a medium term view we think the balance of probabilities implies a buying opportunity for affected...
Russia | Geneva stalemate isn’t an endgame
Posted by Tatiana Orlova on Jan 14, 2022
This week’s talks between Russia, on one side, and on the other the US, NATO and the Organisation of Security and Cooperation in Europe (OSCE), have...
India | A balanced path to a greener future
Posted by Priyanka Kishore on Dec 8, 2021
India’s pledge to achieve net zero by 2070 is admirable. But the path announced by Prime Minister Modi at COP26 toward achieving that goal is - to...
Eurozone weekly economic briefing | GDP surprised on the upside
Posted by Nicola Nobile on Oct 29, 2021
GDP for the eurozone surprised on the upside in Q3 with growth of 2.2% q/q, slightly up from Q2. The surprise came mainly from France and Italy,...
Eurozone weekly economic briefing | Potential policy shakers this week
Posted by Daniela Ordonez on Oct 22, 2021
The week was full of events that could potentially become policy shakers. While the PMIs showed economic growth keeps cooling, energy prices...
India | Vaccine surge to energize consumption in 2022
Posted by Priyanka Kishore on Oct 8, 2021
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 is...
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,...
US | Enhanced benefits aren’t the labor market’s top problem
Posted by Oren Klachkin on Jun 30, 2021
Enhanced US unemployment benefits are discouraging only a small share of unemployed workers from finding jobs. The disincentive to work is greatest...
Eurozone | Pay attention to the nuances in the consumer recovery
Posted by Tomas Dvorak on Feb 15, 2021
Once the pandemic is controlled via vaccination programmes, allowing the current restrictions to be relaxed, we expect consumers will respond with a...
Eurozone | Slow vaccination pushes return to normal to late 2021
Posted by Daniela Ordonez on Feb 3, 2021
We expect eurozone GDP to contract in Q1. European countries have so far faltered in implementing their vaccination programmes, slowing their effort...