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Consulting Report
The Economic Contribution of International Spirits in Hong Kong
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
Research Briefing
Czech Republic: Normalised savings will lift, not turbo-charge consumption
Research Briefing
US Recession Monitor – Must be the season of the risks
Research Briefing
Japan: Covid-era ‘excess’ savings may be smaller than estimated
Research Briefing
China: Consumption bounce ≠ surging goods imports
Research Briefing
UK: Consumption to fall as disposable income dries up
Research Briefing
China: What to make of the Spring Festival bounce?
Blog
China’s bounce-back from Covid has no clear driver
Research Briefing
China: Emerging green shoots in Spring, but not out of the woods
Research Briefing
Recession imminent, but two-speed for Europe’s Big Four
Research Briefing
Drivers of consumer spending across southern US metros
Research Briefing
Eurozone consumption recovery after hard winter is uncertain
Research Briefing
US consumer spending depends on continued savings drawdown
Research Briefing
Eight of top 20 US metros to see marginal GDP declines in 2023
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