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Consumption

US dollar in a pie chart sympolising the US economy

Research Briefing

Bifurcated – How the US economy is splitting

Research Briefing

Tariffs and Politics Leave the BoJ Powerless in Japan

Research Briefing

Assessing China’s revamped services sector

Research Briefing

US Tourism and the Negative Externalities from Trade Tensions

Data Insights

Retail sales steady for now, despite weather disruptions in Australia

Japan Older households to support spending under higher rates

Research Briefing

Japan’s older households to support spending under higher rates

Research Briefing

Bank of Japan resumes rate normalisation, cautiously

Research Briefing

Key themes 2025: Inflation will be on voters’ minds in 2025 in Australia

Consulting Report

The Economic Contribution of International Spirits in Hong Kong

Consumers in a shopping mall

Whitepaper

The future of the middle class in emerging markets

Research Briefing

Implications of rising policy uncertainty for Q4 US growth

Research Briefing

More pain still to come for Canada from the mortgage payment shock

Research Briefing

US e-commerce spending points to industrial outperformance

Research Briefing

The long-term trends shaping global city consumer markets

Consulting Report

The economic contribution of beer in lower income countries

Czech Republic

Research Briefing

Czech Republic: Normalised savings will lift, not turbo-charge consumption

Research Briefing

US Recession Monitor – Must be the season of the risks

Japan excess savings

Research Briefing

Japan: Covid-era ‘excess’ savings may be smaller than estimated

Shanghai

Research Briefing

China: Consumption bounce ≠ surging goods imports

Research Briefing

UK: Consumption to fall as disposable income dries up

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