In the context of a Trump-fuelled boost for US and global GDP in 2025, four themes will be key for...
Economic outlook
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Research Briefing
The commodity markets are poised for significant shifts influenced by geopolitical developments, economic policies and global demand dynamics in 2025.
Research Briefing
Deflationary risks are the biggest concern for Chinese economy in 2025.
Research Briefing
A secular labour shortage will continue to raise wages and inflation in a sustainable and irreversible manner in Japan.
Research Briefing
We expect growth will pick up in 2025 in Sweden, Norway and Finland, with Denmark as the exception, where we...
Research Briefing
After India's stunning economic performance in 2023 and the start of 2024, we believe the growth rate has now normalised...
Research Briefing
Lower inflation will be supportive of Australia's growth outlook in 2025, although there is still only limited scope for policy...
Research Briefing
Most likely, 2025 could well be a year of slower growth and more stubborn inflation for Asia than most believe.
Research Briefing
The UK has several long-running structural problems to solve and there's much the new government needs to do.
Research Briefing
With the heighted policy uncertainty and volatility in the bond market, can the US sustain its economic edge in 2025?
Research Briefing
Trade disruption, volatility in prices and a new policy mix will determine the winners and losers in 2025.
Research Briefing
The election of Donald Trump will affect global construction activity through fiscal stimulus, curbed immigration, increased tariffs, and policy decisions.
Research Briefing
Four themes have dictated Asia's macroeconomic outlook over the summer and are likely to continue to exert an influence over...
Research Briefing
Over the next five years, India is forecast to be the fastest growing major economy across Asia-Pacific. We expect India’s...
Research Briefing
Related Resources 2026 Winter Olympic medals: How metals prices reshaped medal values A gold medal at the 2026 Winter Olympics...
Research Briefing
Related Posts The rise of Southern India’s business service hubs Over the next five years, India is set to be...
Research Briefing
Related Reports Modelling physical climate risk: Assessing UK flood risk and economic impacts In this blog, we examine the economic...
In this month’s Canada Up Close, Michael Davenport, Economist, will be providing a mid-year update of our outlook for the...
Research Briefing
We expect a continuity of AMLO's policies, but Sheinbaum's ability to pass constitutional reforms with a supermajority in Congress and...
Research Briefing
A return to the sustained 'lowflation' of the 2010s is unlikely, in our view. But we also doubt that the...
