Group Research


Supply chain constraints a persistent headwind for the global recovery

The globalisation of supply chains for manufactured goods has been one of the key drivers of increasing prosperity over the...

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US Fed is set to start a gradual, slow process of policy normalization

The US Federal Reserve (Fed) is the main architect of the “Great Pandemic Reflation” (2020-21), a stimulus-induced recovery that brought...

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Slowing trade growth is another headwind for Emerging Asia

For several years Emerging Asian economies have been outperforming most other countries when it comes to GDP growth and other...

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The Delta wave has peaked in Emerging Asia, but headwinds remain

Introduction: After weathering the initial storm caused by Covid-19 in 2020, Emerging Asia is the region that has, so far,...

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Euro area growth driver shifts from manufacturing to services

The Euro area composite PMI has recovered from its historic low in April 2020, caused by the outbreak of the Covid-19...

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