Global | Coronavirus Watch: When the chips are down

Posted by Ben May on May 5, 2021 10:11:48 AM

A global shortage of semiconductors is the latest hiccup to disturb international supply-chains. In our view, though, the shortage is largely a...

US earnings growth continues to surprise to the upside, with more cyclical sectors leading the way in the Q1 earnings season. This positive...

Global | Coronavirus Watch: Downside risks ease

Posted by Ben May on Apr 27, 2021 10:06:20 AM

Rising global Covid infections remain a key focus, but the recent surge is not automatically grounds for us to slash our near-term forecasts....

Since the start of the pandemic, eurozone countries have been able to relax fiscal policy without worrying about the eurozone’s fiscal rules. But...

Global trade is recovering so strongly that infrastructure seems unable to support it. As shipping costs reach new highs, reports of delays still...

In an unwelcome development, global Covid case numbers are rising sharply again. Although this adds downside risk to our economic outlook, we...

Despite increasing numbers of new coronavirus cases globally, the possibility that more economies will enjoy both limited domestic restrictions...