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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...
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...
We estimate world GDP surpassed pre-pandemic levels in Q2. But in recent weeks surging cases of the Delta variant have added to concerns over the...
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...
Concerns within markets about the impact of the Delta variant on the economy is in our view warranted. We have long warned that vaccinations would be...
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