Economic Insights

Jan 20, 2021

President Biden's inaugration: 100 days to save America?

Joe Biden has promised a USD1.9trn stimulus package and a plan to distribute 100mn vaccine doses in his first 100 days.

Jan 18, 2021

The world is moving East, fast

The Covid-19 crisis could accelerate the shifting global balance towards Asia.

Jan 14, 2021

Germany: The economic growth rollercoaster continues in 2021

With tigher Covid-19 restrictions, the Germany economy is in for a much more notable growth setback in early 2021.

Jan 13, 2021

Change? What change? Saving behaviors post Covid-19

Not only did people save more during the crisis, they also saved differently, channeling more money into equities and investment funds.

Jan 12, 2021

Brexiting in times of Covid-19

The Covid-19 crisis provides some leeway for policy support to absorb the negative impact from Brexit, but we expect UK GDP to remain -2% below pre-crisis levels at end-2022.

Dec 18, 2020

'Dear Santa': Our economists' wish list for 2021

As 2020 draws to a close and we release our updated forecasts, our economists were caught day dreaming of a world where their boldest wishes would come true.

Dec 18, 2020

2021-22: Vaccine economics

The Covid-19 vaccine will supercharge global growth in 2021, but short-term headwinds, and a complete recovery only by 2022, will create transition risks.

Dec 15, 2020

US & EMU corporate spreads: There is only so much QE can do

Two recent events have cleared the way for a second wave of spread tightening, leading them closer to their pre-pandemic levels.

Dec 11, 2020

Growing pains: the future of incomes for lockdown Gen-Z

The youth labor market could take a long time to recover after Covid-19.