The 2024 federal budget projects a steady diet of wider deficits over the next five years, adding new spending only...
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Research Briefing
We expect the significant increases in fund maturities, spurred by capital raised over the past decade, to exert upward pressure...
Research Briefing
Much of the recent industrial underperformance in advanced economies is consistent with a slowdown triggered by the monetary policy shock...
Research Briefing
Some observers are predicting a very big uplift to global productivity and economic growth from developments in artificial intelligence. But...
Research Briefing
US private sector return on investment (ROI) is near 20-year highs, boosted by commodity price strength and business spending on...
Research Briefing
We have cut our US industrial outlook to reflect rising interest rates and economic uncertainty.
Research Briefing
It's been a horrible period for EM portfolio debt flows. The better news is that broader capital flows to EMs...
