Research Briefing
A year after our “world of self-interest” thesis, we examine how global economic policy, trade, and markets have evolved and...
Economic outlook
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Displaying 1 to 20 of 475 results
We’ve lowered our world GDP growth forecast by 0.4ppts since the start of March to 2.4% because we expect a...
Research Briefing
RESEARCH BRIEFING Travel Industry Monitor: Q1 2026 A quarterly online survey capturing industry sentiment on tourism trends and travel outlook.
Research Briefing
APAC’s interventionist government measures are imposing macroeconomic costs that markets may be underestimating.
Consulting Report
The report highlights the significant economic and strategic importance of Australia’s cement, concrete and aggregates industry in supporting construction, infrastructure...
Research Briefing
We now expect world GDP growth of 2.6% this year, down from our forecast of 3.0% in February.
Research Briefing
EU supply chains remain highly exposed to external risks. In the past six years, the bloc hasn't materially reduced its...
Research Briefing
RESEARCH BRIEFING Trade balance continues to bounce lower in Australia Imports rise on data centre demand as Australia’s trade surplus...
Research Briefing
RESEARCH BRIEFING Stage set for strong Q4 GDP print despite slowdown in trade in Australia Government spending drives Q4 growth...
Research Briefing
The conflict in the Middle East will likely have significant implications for Gulf Cooperation Council (GCC) economies, with global spillovers...
Research Briefing
RESEARCH BRIEFING Rates to move higher as inflation refuses to play ball in Australia Strong inflation and jobs data delay...
Research Briefing
The White House has pivoted to a new tariff authority to impose a 10% global duty, with the possibility of...
Research Briefing
The macro implications of replacing US IEEPA tariffs with a global 15% tariff are minor at best, according to our...
Research Briefing
The past year has seen a reshaping of long-run risks, with rising trade uncertainty, threats of US isolationism, and accelerating...
Research Briefing
The story this year remains global divergence. We are above consensus with our forecasts for the US, China and some...
In this blog, we address the key questions raised on economic growth, AI adoption, trade policy during our Global Economic...
Despite an environment of rising protectionism and political volatility, the global economy has proved remarkably resilient.
Research Briefing
The data released over the past week don't warrant changes to our latest baseline forecast for growth to improve this...
Research Briefing
The end of the government shutdown did not alter the broader economic trajectory, but it did create a sharp swing...
Research Briefing
Australia’s outlook is improving as household spending strengthens and property prices surge, though inflation keeps the RBA cautious.
