Research Briefing
Explore how the Federal Reserve's policies and geopolitical tensions are shaping the economy, impacting interest rates and market vulnerabilities.
Economic outlook
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Displaying 1 to 20 of 488 results
Research Briefing
The AI boom continues to grow and is now among the largest of the tech-related booms over the past two...
Research Briefing
We model two scenarios that bookend the EU's defence spending outlook – a rapid push for self-sufficiency and a pullback...
Explore the outlook for the European economy in 2027, including investment trends, political shifts, and potential challenges ahead.
The global economy has again proven remarkably resilient to a swathe of geopolitical shocks in 2026, and we can expect...
We've reduced our world GDP growth forecast for 2027 by 0.2ppts to 2.9% as the global economy continues to weather...
Research Briefing
RESEARCH BRIEFING Better-than-expected inflation figures ease pressure on RBA in Australia
Research Briefing
Explore the shifting economic landscape, with insights on inflation, GDP growth, and the impact of AI investment on productivity and...
Research Briefing
Explore the critical economic dynamics shaping the second half of the year, including trade policy, energy markets, and global growth...
Consulting Report
New research by Oxford Economics finds that 74% of startups across India, Malaysia, and South Korea, report that digital regulations...
Research Briefing
The reform agenda is ambitious, but surging inflation, rising interest rates, and a $28.3bn underlying cash deficit set a challenging...
Research Briefing
Australia's budget position is set to improve by $71bn over four years as surging inflation and commodity prices boost government...
Research Briefing
Energy-driven supply shocks push Eurozone inflation higher, prompting expected ECB rate hikes despite weak demand.
Research Briefing
A year after our “world of self-interest” thesis, we examine how global economic policy, trade, and markets have evolved and...
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
Imports rise on data centre demand as Australia’s trade surplus narrows.
