Research Briefing
A year after our “world of self-interest” thesis, we examine how global economic policy, trade, and markets have evolved and...
Economic Policy
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Research Briefing
APAC’s interventionist government measures are imposing macroeconomic costs that markets may be underestimating.
Research Briefing
Ahead of this spring's Two Sessions, we expect officials to realistically stake their growth target at around 4.5% in 2024...
Research Briefing
We forecast the Mexican peso will appreciate by 4.9% in 2023 to an average of 19.2/US$, up from 20.2/US$ last...
Research Briefing
Though a correction in values is firmly underway for European commercial real estate markets, we believe the worst is yet...
Research Briefing
Reopening pressures have increased, as recent protests test policymakers' resolve to stick to the current zero-Covid approach.
Research Briefing
We expect real estate values to correct sharply in 2023, but pressure should gradually alleviate as policy rates peak.
Research Briefing
The BoE raised Bank Rate by 75bps to 3% at its November meeting, in line with our expectations and market...
After a tighter-than-expected runoff on October 30, Lula da Silva (PT) was elected president of Brazil for a third time....
Research Briefing
Anything but a 75bps hike of the ECB's key policy rates after next week's council meeting would be a big...
Research Briefing
Soaring debt costs across advanced economies threaten to push commercial real estate markets into distress. DM REITs are likely to...
Research Briefing
With Liz Truss's agenda of tax cuts and supply-side reforms dead before it had even begun, her resignation as UK...
Research Briefing
The National Bank of Poland (NBP) kept its policy rate unchanged at 6.75% yesterday, undershooting consensus and our expectation of...
Research Briefing
The evidence of the past year shows that inflation has been far from transitory. But we still believe supply factors...
Research Briefing
The government's levelling up ambition has probably been made more, not less, difficult by the new "Plan for Growth". Policies...
Research Briefing
The energy crisis took a dramatic turn this week after reports of several leaks in the gas pipelines Nordstream 1...
Research Briefing
The impact of the lockdowns and Covid-19-related restrictions in China were severe in the second quarter of 2022. We have...
Research Briefing
Central banks have changed the way they react to economic conditions, largely focussing on current inflation and its impact on...
