The global recovery from the coronavirus recession remains intact but is patchy across economies and may be faltering in some as the lifting of...
Adam Slater
Recent Posts
A partial and uneven world trade rebound
Posted by Adam Slater on Oct 26, 2020 10:36:55 AM
Various indicators suggest world trade is recovering but the rebound is partial and uneven across regions, sectors, and other dimensions. Our...
Coronavirus Watch: Services still the key weakness
Posted by Adam Slater on Aug 11, 2020 10:03:29 AM
Some early releases for July, notably services PMIs, have raised hopes of a Vshape recovery. But the outlook remains precarious, as illustrated by...
Global | V-shape consumer recovery? Not so fast…
Posted by Adam Slater on Aug 5, 2020 10:27:04 AM
Incoming retail sales data for June suggest a V-shape recovery in consumer spending. But these data don’t tell the whole story. Recoveries are uneven...
Coronavirus Watch: Bumpy stabilisation
Posted by Adam Slater on Aug 4, 2020 9:20:43 AM
Largely as we expected, GDP data for Q2 published so far show very steep declines of 10%-15% in major economies. Early indications for Q2 for some...
Global | Coronavirus adds to long-term drags on world trade
Posted by Adam Slater on Jul 27, 2020 9:59:06 AM
We expect the coronavirus outbreak to have a significant negative impact on world trade over the long term. We forecast the next decade will see both...
Global | Soaring corporate debt is a risk to global growth
Posted by Adam Slater on Jul 2, 2020 10:26:51 AM
Corporate borrowing is accelerating as a result of the coronavirus crisis. In part, this is a healthy development as firms look to ride out a period...