Research Briefing
Our long-term income and consumer spending forecasts reveal the high-potential urban consumer markets of the future. We identify four key...
Consumption
Filter content
Type
Topic
Region
Industry
Service
Tag
Region
Displaying 1 to 20 of 104 results
Consulting Report
The beer sector makes a sizeable contribution to GDP and employment in lower income countries. Our latest study explores the...
A plunge in consumer spending in 2022-23 has been a key factor behind the poor performance of the Czech economy....
Research Briefing
While the economy has expanded throughout 2023, uncertainty remains high and we are not ready to remove a recession from...
Research Briefing
We think that a dissaving-driven consumption boom is unlikely to happen in Japan. Excess savings accumulated during the pandemic, in our view, is smaller...
Research Briefing
Unlike past recovery cycles, the sharp expected rebound in China's private consumption may not result in surging imports. Our updated forecast now sees 8% plus consumption growth in 2023, much of it will be frontloaded, with the sequential quarterly pace winding down by...
Research Briefing
After a difficult 2022 for UK households, we expect real income to fall 1.2% in 2023 due to a range...
Research Briefing
Spring festival spending data showed consumer spending in China clearly now on an uptrend, but as we've argued before, this will not last.
With Covid-related restrictions now removed, the Chinese economy is due for a bounce. In consensus thinking, much of that uptick...
Research Briefing
We now incorporate a faster recovery from the post-Covid exit wave and raise our 2023 full-year GDP growth forecast to...
Research Briefing
Despite an upside growth surprise for Q3, we still expect the eurozone to fall into a widespread recession. Not all...
Research Briefing
Our analysis of the economies of metros across the US provides us with a basis for projecting household income growth...
Research Briefing
Our baseline forecast is for consumer spending in the eurozone to fall over the next two quarters as consumption fundamentals...
Research Briefing
Revisions to personal income and spending data suggest US households accumulated a smaller stock of excess savings and have depleted...
Research Briefing
The 50 largest metros will narrowly avoid a recession in 2022 but half will not escape one in 2023. In...
Research Briefing
We expect a shallow but protracted recession in Finland from Q3 this year to Q1 2023, with a contraction of...
Research Briefing
Upward revisions to recent quarters have pushed up our Sweden growth forecast for 2022 to 3%. That said, we expect...
Research Briefing
The consumption recovery in Japan has been noticeably slower than in other advanced economies. The recent pick up in the pace of the recovery was mainly brought about...
Research Briefing
We now expect Denmark to enter a shallow recession in Q3 this year, ending in Q1 2023, due to rising...
Research Briefing
Although the risk of hard energy rationing has diminished, demand destruction triggered by the surge in energy prices has led...
