Ben May

Recent Posts

After expanding strongly in Q2, global GDP growth slowed in Q3 in response to the Delta disruption and ongoing supply chain problems.

After expanding strongly in Q2, global GDP growth slowed in Q3 in response to the Delta disruption and ongoing supply chain problems.

We have cut our global GDP growth forecasts again, and now have reduced our 2021 estimate by a total of 0.7pp since June in response to the spread of...

The recent broad-based rises in core inflation across a range of advanced economies has reopened the debate as to whether this year’s rise in...

Delta remains the primary threat to the recovery, but we also think that the drag from continuing, supply-chain disruption will be critical in the...

Global | Coronavirus Watch: Transitioning to 2022

Posted by Ben May on Aug 24, 2021 10:05:32 AM

We have cut our near-term growth forecasts, in part due to the spread of Delta, and are likely to fine-tune them further in September. But we don’t...

Global | Coronavirus Watch: Delta dilemmas

Posted by Ben May on Jul 27, 2021 10:42:10 AM

The spread of the Delta coronavirus variant appears to have usurped inflation as the key concern. The Delta strain will lead to a bumpier and more...