Help wanted: Job postings continue to far outnumber available workers
This report considers the pandemic labor market experiences of Canada, the United Kingdom, and the United States to understand if an economic slowdown will resolve the issue or prove only a temporary pause. Read more here.
The more you have, the more you gain
Homes and stocks make up a large proportion of US household wealth—great news for those who have them. But many minority households and younger households don’t. Read more here.
No longer a smooth drive
Automobiles have long been a crucial part of the US economy—as well as a symbol of the American way of life. However, over time, the industry has lost some of its shine. Read more here.
Wage increase and inflationary pressures
This report examines if the current record-high inflation will persist if wage pressures continue to increase across industries. Read more here.
Brazil embarks on an uneasy economic tide
Disruptions caused by the war in Ukraine, coupled with inflation, have placed Brazil on an uneasy economic tide. Although Brazil has limited direct exposure to Russia and Ukraine in trade, it won’t remain insulated from the conflict’s impact on the global economy. Read more here.
Surging food prices leading to global heartburn
Food prices have surged to record highs since the start of the war. For many around the world, even regular meals may soon become too expensive. Low-income economies also face the risk of something worse—economic and social instability. Read more here.
The pandemic has forced corporate debt higher: But is that a bad thing?
Corporate debt went up and earnings took a hit during the pandemic. However, worries about companies’ lower ability to repay debt may likely be offset if companies raise their productivity-enhancing investments. Read more here.
US income inequality after the pandemic: What happens now that government supports have ended?
Shifts in the US labor market’s composition are making COVID’s impact on income inequality more uncertain. Read more here.
“Transitory” inflation? When dizzying demand meets stifled supply
Inflation is on the rise in developed economies. The situation is likely to be transitory, but how long it’s likely to persist will depend upon many factors including global vaccine coverage. Read more here.
The curious case of the labor market recovery
Bucking previous recession trends, the US labor market has reacted quite differently to the COVID-19–led recession and recovery. With job openings at an all-time high, w looked at industry-level data for possible explanations. Read more here.
Why the COVID-19 recession has disproportionately affected women
More women than men have lost jobs and dropped out of the labor force due to the pandemic’s lopsided impact on the women-dominated services sector. A slow recovery, despite widespread vaccination, can have long-term economic implications for women and the economy. Read more here.
As inflation surges and a “taper tantrum” looms, fiscal defenses are back in focus
Brazil’s external balances are in better shape than in 2013 to handle any new “taper tantrum.” But with inflation high and fiscal health under threat due to high borrowing and spending during the pandemic, the country needs to walk the path of fiscal prudence for economic stability. Read more here.
Recovery in sight
Rising vaccination rates and an upturn in the commodity cycle are likely to drive growth in the second half of 2021. While worries over the labor market recovery and the pandemic’s impact on income inequality will remain in the near term, a range of planned reforms may push the economy toward higher potential growth. Read more here.
The pandemic continues to cast a shadow
A year of economic stimulus aided Brazil's slow recovery in 2020. But with a surge in COVID-19 cases this year, the country likely needs an increase in vaccination for a short-term recovery, and more reforms for higher long-term growth. Read more here.
What might be expected of business investment in a post-COVID-19 world?
The recession is here; now let’s talk about recovery—and more specifically, how business investment will fare in a post-COVID-19 world. We look at the recessions and recoveries of the past to better understand trends in business investment. Read more here.
How risky is your industry? Industry risk when operating during the COVID-19 pandemic
With businesses reopening in parts of the United States post-lockdown, it’s important to understand the health and safety risks involved as employees go back to work. We take a data-driven approach to understanding the risks for 20 industries. Read more here.
Recalculating the benefits of trade post–COVID-19
With the pandemic aggravating the impact of declining globalization and companies slowly moving away from China, the “world’s factory,” businesses are rethinking the structure and roles of GVCs in their operations. Read more here.
A recovery in retail sales is underway amid COVID-19, but there are challenges ahead
There has been an uneven recovery in retail sales since May as consumers shift spending to goods from services. However, fears of contracting the virus given the pandemic and concerns around jobs and personal finances are likely to weigh on retail sales. Read more here.
Digital India - A year after demonetization
Digital transactions in India went through a sudden jump due to the demonetization initiative which was undertaken by the government in November 2016. We look at how digital transactions have fared compared to cash transactions a year later. Read more here.
Disinflationary pressures prompt RBI to cut rates in August
The latest torrent of macroeconomic data in Asia’s third-largest economy has strengthened the notion of an interest rate cut from the Central Bank in the upcoming August meeting. Read more here.
India - Evermore Open for Business
India has become one of the major foreign domestic investment (FDI) destinations. Between 2000-2016, FDI inflows saw a 12-fold increase. As a recipient country of FDI inflows, India climbed from the 35th position in 2000 to the 9th position in 2016. Read more here.
Make in India - An uphill task
Over the past few decades "Make in India" is the Modi government’s flagship project initiated in 2014 to boost manufacturing. The project aims to increase manufacturing’s share in the economy from 15% in 2014 to 25% by 2022 and create 100 million jobs. Unfortunately, it is not working as planned. Read more here.