Metros that have lagged others in the pace of the recovery thus far will see the fastest growth in 2022, but the medium-term outlook favours the...
Norway | Slower growth outlook impacted by Russia-Ukraine war
Posted by Rory Fennessy on Apr 4, 2022
The fallout from the Russia-Ukraine conflict and a brief but sharp hit from the Omicron outbreak have prompted us to cut our 2022 mainland GDP growth...
Eurozone | Inflation to take a toll on consumer spending growth
Posted by Tomas Dvorak on Mar 29, 2022
Eurozone consumer spending was poised to drive growth in 2022, but increasingly consumers' underpinnings have become shaky. While we still expect a...
Sweden | Fallout from Russia's invasion of Ukraine to be limited
Posted by Daniel Kral on Mar 22, 2022
We have lowered Sweden's growth for this year to 3.1% from 3.6% previously due to the fallout from Russia's invasion of Ukraine. The main channel...
US | As Omicron fades, Recovery Tracker gains
Posted by Oren Klachkin on Mar 4, 2022
The US Recovery Tracker rose 1.3ppts to 98.4 in the week ended February 18, its highest level in two months as the spread of the Omicron variant...
US Metros Outlook | Spending profiles will continue to evolve across US metros
Posted by Aedan McCotter on Mar 1, 2022
US consumer fundamentals remain strong despite some near-term headwinds, and we expect private consumption to be a key driver of growth over the...
Sweden | 2022 GDP growth forecast raised, but high inflation is a key downside risk
Posted by Daniel Kral on Feb 24, 2022
We have raised our full year 2022 GDP growth forecast to 3.6% from 3.3% previously, due to the especially strong flash estimate for Q4 2021. The...
APAC Cities | Capital move not likely to threaten Jakarta’s economic importance
Posted by Scott McEwan on Feb 23, 2022
The Indonesian government has ambitions to move the country’s capital away from Jakarta to an as-yet unbuilt city over 1,000km away on the island of...
Australia | Population outlook boosted by quicker border reopening
Posted by Timothy Hibbert on Feb 21, 2022
Alongside the return of temporary migrants, the Australian border will be open to all traveller categories, most importantly tourists, from 21...
US | Recovery Tracker regains footing as Omicron fades
Posted by Oren Klachkin on Feb 18, 2022
The US Recovery Tracker rose 1.4ppts to 96.3 in the week ended February 4, recouping almost all of its losses since Omicron first began to weigh on...