April 2022

Global

Accelerating inflation raises demand destruction risk

As the war in Ukraine drives up commodity prices, higher inflation will push consumers and…

Elizabeth RustApril 29, 2022

Europe, Middle East and Africa

Macron’s hard-fought victory presages more challenges

The success of Macron’s second term hinges on the outcome of June’s legislative elections The…

Katrina PirnerApril 29, 2022

North America

US residential construction growth will slow

Notwithstanding strong demand from demographic trends and healthy household balance sheets, housing construction faces headwinds…

Jamie FallonApril 29, 2022

Europe, Middle East and Africa

Outlook for MENA’s consumer spending growth is easing

Many countries are seeing downward revisions to their consumer spending forecasts While high-income consumers will…

Zeynep KosereisogluApril 28, 2022

Latin America

Gutiérrez has a difficult path to victory over Petro

Recent polling supports a likely runoff between Petro and Gutiérrez, and a victory by Petro…

Andrés Martínez-FernándezApril 28, 2022

Europe, Middle East and Africa

An increasingly likely and dangerous scenario in Ukraine

Russia's poor performance thus far in the war raises risk of resorting to a chemical…

Mark McNameeApril 28, 2022

Asia Pacific

A victory for Marcos Jr. will mean broad policy continuity

As the clear frontrunner, Marcos Jr. is on track to win the general election in…

Shivank SehgalApril 28, 2022

Europe, Middle East and Africa

Political implications of a downside scenario in Europe

A surge in inflation and an economic decline could revitalize populist movements across the region…

Martin BelchevApril 21, 2022

Global

Historic cost pressures are set to continue this year

In markets characterized by tight capacity, risks of further disruptions abound In response to high…

Elizabeth RustApril 21, 2022

Latin America

Lula-Alckmin slate signals moderation

Partnership could create bridges in Congress but is unlikely to be a deciding factor in…

Cecília GodoyApril 21, 2022

Europe, Middle East and Africa

Inflation casts a long shadow over Morocco’s growth

Record inflation will dampen purchasing power and growth Accelerating prices will increase challenges in a…

Assem HeibaApril 21, 2022

Asia Pacific

The impact of the Australian elections

Though the opposing Labor party leads in the polls, there is time for the incumbent…

Milind SinghApril 21, 2022

Global

Global manufacturing activity slows down

Most markets see record input cost pressures and selling price increases All firms with links…

Elizabeth RustApril 15, 2022

Europe, Middle East and Africa

Macron and Le Pen to face off in second round of France’s presidential election

The results of the first round of elections point to an increasingly fractious governing environment…

Katrina PirnerApril 15, 2022

North America

US consumers will continue to spend more on goods

Lasting effects of pandemic-era household transfers will keep goods spending elevated, spelling continued challenges for…

Jamie FallonApril 15, 2022

April 2022

Accelerating inflation raises demand destruction risk

Macron’s hard-fought victory presages more challenges

US residential construction growth will slow

Outlook for MENA’s consumer spending growth is easing

Gutiérrez has a difficult path to victory over Petro

An increasingly likely and dangerous scenario in Ukraine

A victory for Marcos Jr. will mean broad policy continuity

Political implications of a downside scenario in Europe

Historic cost pressures are set to continue this year

Lula-Alckmin slate signals moderation

Inflation casts a long shadow over Morocco’s growth

The impact of the Australian elections

Global manufacturing activity slows down

Macron and Le Pen to face off in second round of France’s presidential election

US consumers will continue to spend more on goods

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