Industrial performance across Europe has varied widely in the wake of the pandemic. The main laggards, Germany and France, have shaped the overall...
United Kingdom | Data confirms modest hit from Omicron
Posted by Andrew Goodwin on Feb 11, 2022
The net economic effect of Omicron – a blow to social consumption but a boost to health output from testing and vaccinations – resulted in only a...
Denmark | Successful virus containment strategy means Omicron will not derail growth in 2022
Posted by Rory Fennessy on Jan 19, 2022
We’ve lowered our 2022 Danish GDP forecast 0.1ppt to 3%, with the Omicron variant expected to slow activity in Q1. But the economy should make up the...
Denmark | Solid growth expected despite emergence of Omicron variant
Posted by Rory Fennessy on Dec 16, 2021
Downward revisions to Q2 and Q3 GDP figures and concerns about the spread of the Omicron coronavirus variant have led us to lower our 2022 GDP growth...
Nordic key themes 2022: Headwinds to dissipate
Posted by Rory Fennessy on Dec 9, 2021
The Nordic countries will exit 2021 in much better shape than when they entered it. Considerable progress on vaccine rollouts and post-reopening...
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 2022 themes: Now for the hard part
Posted by Angel Talavera on Nov 30, 2021
The eurozone pushed on with a strong recovery in 2021, but in many ways that’s been the easy part. With reopening tailwinds mostly exhausted, the...
Eurozone | Rising headwinds will test post-winter optimism
Posted by Daniela Ordonez on Nov 12, 2021
The ZEW and the Sentix for November surprised on the upside, showing thatinvestors are increasingly confident about the future even though current...
MENA | IMF MENA outlook, Oman ratings, Saudi green plans
Posted by Maya Senussi on Oct 21, 2021
The IMF’s updated GDP growth projection for MENA is largely in line with our baseline, although we are more optimistic than the Fund on the GCC. The...
Canada | Industry mix drives provincial scarring in long pandemic
Posted by Cory Renner on Oct 15, 2021
A sustained pandemic with scarring effects would reduce Canada’s economic growth by close to 0.3ppts per annum between 2021 and 2026. Less...