A new age of ‘history and hope’

With Donald Trump's presidency now history, we're hoping to see 5% growth in the US this year as vaccines combined with stimulus and spending should propel the American economy. The Wall Street Journal quotes directly from our podcast on oil; listen to it below. The ECB didn't rock the boat this week, and what's now driving the global auto sector?

In this bundle

United States

Knightley: 5% growth in the States ‘easily achievable’

We're increasingly confident that growth in the US could top 5 percent this year which is some much needed good news for the rest of the world

ECB: Holistically determined

After an exciting start to the new year with more lockdowns, US senate elections and a presidential inauguration, the ECB just offered a welcome portion…

EUR and ECB: Not rocking the boat

The ECB did not surprise today but the glimmers of positive news on the economic outlook were a marginal EUR positive. While the language on FX was…

Logistics & Automotive

Automotive sector outlook: Recovering after traumatic 2020

Global car sales should increase by around 7 to 9% this year, as the economy rebounds and electrification steps up a gear. But the pace of recovery will…

and

China

China: GDP rebounds solidly but risks remain

The Chinese economy avoided recession in 2020 and continued to grow strongly in 4Q20. This upbeat growth trend should continue in 2021. Control of…

United Kingdom

Brexit and the impact of new trade ties on the UK outlook

Trade disruption will deliver a sizable hit to UK manufacturing output this quarter, while lingering uncertainty and potential instability surrounding the…

United Kingdom

UK retailers may not fully benefit from post-Covid consumer boom

It’s now conventional wisdom that there is going to be a post-Covid boost to household spending. But how big will it be, and how much will it…