Research Briefing
Cities with the most favourable demographics and with strength in the consumer- and office-based sectors are set to power China's...
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Research Briefing
Concerns are growing that tightening financial conditions will push the US economy into recession and affect other G7 economies as...
Research Briefing
The top 50 metros are expected to see a net gain in jobs on an annual basis in 2023, but...
Research Briefing
The Czech National Bank again kept the policy rate unchanged at 7% for a sixth consecutive time at the meeting today. This was...
Research Briefing
We do not expect French pension reform protests to have a lasting impact on the economy, as the likely small...
Research Briefing
Shortages have supported a wave of inventory rebuilding in the US this past year. But with inventories now above normal...
The late December announcement of China’s intention to re-open its borders for travel took the international community by surprise, with...
Consulting Report
This 2023 report updates our 2020 research on the detection and prevention of financial crime, and it's cost to the...
Research Briefing
The failure of Silicon Valley Bank and other stresses in the global banking system have triggered a sharp repricing in...
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
The failure of two US banks caught financial markets by surprise but we believe the macroeconomic implications are minor and...
Research Briefing
We think the collapse of Silicon Valley Bank (SVB) will be contained and is not a sign of systemic risks...
Research Briefing
Last week's liquidation of Silvergate Capital and the collapse of Silicon Valley Bank (SVB) have raised questions about the risks...
Research Briefing
Our modelling finds few scenarios in which corporate credit offers a compelling return. Stickier inflation or a sharp sell-off in...
Research Briefing
In sizing the macro impact of recent US semiconductor export controls on China, we estimate a near-term drag of around...
Research Briefing
The impact of policies to address climate change cannot be discussed only in national terms. There will be variations by...
Research Briefing
Our 2023 growth forecast of 4.5% for China is still 6-tenths below the consensus’ 5.1%, owing to a more cautious...
Research Briefing
A cautious 2023 budget amid the need to stabilize government finances post pandemic means that fiscal policy won't be able...
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As the world population approaches 8 billion, over a quarter belong to Generation Z (those born between 1997 and 2012)....
