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Despite tensions continuing to ratchet higher, on a medium term view we think the balance of probabilities implies a buying opportunity for affected...
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’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...
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,...
The week was full of events that could potentially become policy shakers. While the PMIs showed economic growth keeps cooling, energy prices...
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...
Indian households have hoarded savings through the Covid crisis, although to a lesser extent than the rest of the world. Emerging from the pandemic,...
Enhanced US unemployment benefits are discouraging only a small share of unemployed workers from finding jobs. The disincentive to work is greatest...
Once the pandemic is controlled via vaccination programmes, allowing the current restrictions to be relaxed, we expect consumers will respond with a...
We expect eurozone GDP to contract in Q1. European countries have so far faltered in implementing their vaccination programmes, slowing their effort...
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