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Learn more LATEST ANALYSIS * Sep 29 2021 INDONESIA: RECOVERING DEMAND TO POWER CREDIT GROWTH IN 2022 Lending conditions are easing in Indonesia, but demand weakness continues to hold back credit growth. As the economy continues to recover, we expect credit demand to rise, which should feed GDP growth... * Sep 29 2021 CHINA: WHY REAL ESTATE IS SET TO COOL FURTHER A cooling real estate sector is adding to the list of headwinds that China’s economy is facing. While we think the authorities will ease policies on the margin to avoid a sharp downturn in the sector,... * Sep 28 2021 UNITED STATES: BIDEN TO BEGIN RESHAPING THE FED President Biden will soon start to make his mark on the Fed by reshaping the Board of Governors. We look for him to nominate officials and tap leaders of the FOMC that lean dovish as they prioritize b... * Sep 28 2021 EUROZONE: RECOVERY TRACKER HITS A NEW PANDEMIC HIGH Our Recovery Tracker posted a strong gain in the first half of September, rising by a cumulative 2.3 pts to a new pandemic high. 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