Eurozone inflation is set to push above the ECB’s 2% target for the first time since 2018. But we think higher near-term inflation is unlikely to...

Midwestern and Southern state labor market recoveries are still outpacing the rest of the country. Labor demand has strengthened most strongly in...

For the first time in nearly a decade, Spain will see inflation average over 2% this year. Indeed, in the final months of the year, consumer...

The US economy is unlikely to experience an inflation regime shift. But after a decade of glacial price rises in the wake of the financial crisis,...

Rapid house price rises are feeding into a broader asset price boom that’s the strongest in decades and also unusually synchronised across assets....

The authorities’ decision to eschew lockdowns in the last 12 months has led to a steady return of mobility and economic activity to pre-pandemic...

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...

Rising raw materials prices, supply-chain disruptions, and surging shipping costs are raising expenses for producers, boosting near-term global...

After spending over $5tn in cumulative cyclical fiscal relief, Congress is now contemplating President Joe Biden’s structural stimulus package...

The Covid crisis has stretched manufacturing supply chains, and our new US Manufacturing Supply Chain Disruption Scorecard reveals that the...