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Latest Reports
Explore our latest reports to navigate the complexities of today’s economic landscape and gain a thorough understanding of how the macrocycle influences investment returns.
UK: Key themes 2026 – Sluggish growth and fiscal worries
We think 2026 will be another challenging year for the UK economy – our GDP growth forecast of 1% is at the bottom of the consensus. Four themes will be key to the outlook, in our view.
Read more: UK: Key themes 2026 – Sluggish growth and fiscal worries
Nordics: Key themes 2026 – Bright spots emerging
We forecast growth across the Nordic economies to diverge somewhat next year but share the same underlying drivers.
Read more: Nordics: Key themes 2026 – Bright spots emerging
US economic outlook 2026: Four key calls for the year
US exceptionalism will continue in 2026—but so will the vulnerabilities beneath the surface.
Read more: US economic outlook 2026: Four key calls for the year
US Shipping freight rates on track to stay low in 2026
Our supply chain stress index moderated in September as import volumes continue to decline following front loading activity earlier this year. High frequency data shows that this trend has kept up in Q4, meaning port congestion is unlikely to become a concern.
Read more: US Shipping freight rates on track to stay low in 2026
Housing affordability remains strained across US metros
A household needed to earn an annual income of $110,100 to afford a single-family home and pay both property taxes and home insurance costs in Q3 2025, down 2.3% from the peak Q1 2025 ($112,700) but nearly twice that of Q3 2020.
Read more: Housing affordability remains strained across US metros
US Tariff Monitor – Going bananas over food prices
The US macroeconomic implications are minor, and the resulting reduction in inflation next year is no more than just a handful of basis points.
Read more: US Tariff Monitor – Going bananas over food pricesRead more →
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