Insight

Global economic outlook Q3 2022: on the precipice

The global economy is on the precipice and the path to avoiding a global recession is narrow. Although challenges and risks are intensifying, we st...

Insight

Global economic outlook Q4 2022: recession here, there but not everywhere

The energy crisis, soaring inflation and aggressive monetary policy tightening are set to leave a mark on the global economy in 2023. Global GDP gr...

Insight

Global economic outlook Q2 2022: war and inflation woes

The Russia/Ukraine war, rising inflation and China’s Covid-19 resurgence are dragging on the global economic recovery. We still envisage a soft lan...

Insight

Global economic outlook Q1 2022: soft landing

In this Insight, we outline the highlights and drivers of our macroeconomic outlook Q1 2022. The global economy is set for a soft landing in 2022 a...

Insight

Global economic outlook Q4 2021: growth stutters

After a stellar recovery this year, the global economy will slow in 2022. The consumption boom driven by pent-up savings and the reopening of econo...

Insight

China economic focus August 2022: property recession

China’s property market is in recession and could potentially develop into a systematic financial and economic crisis. However, we expect a managed...