Research Briefing
After India's stunning economic performance in 2023 and the start of 2024, we believe the growth rate has now normalised...
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Displaying 1 to 20 of 329 results
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
Since we adopted greater protectionism in our November US forecast, the risks to our baseline have become more balanced. But...
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
Our proprietary models signal the lowest probability of recession in more than two years as strong incoming data indicates that...
Research Briefing
We have revised down our global economic forecasts slightly from our snap post-election assessment. The broad picture is little changed,...
Research Briefing
The government's plan to cut immigration and reduce the number of temporary residents will cause Canada's population to decrease slightly...
Research Briefing
Fears that President-elect Donald Trump would attempt to fire Federal Reserve Chair Jerome Powell or meddle with the Federal Open...
Research Briefing
With the heighted policy uncertainty and volatility in the bond market, can the US sustain its economic edge in 2025?
Research Briefing
Our baseline forecast assumes that President-elect Trump won't increase tariffs on US imports from the UK. In fact, the main...
Research Briefing
Trade disruption, volatility in prices and a new policy mix will determine the winners and losers in 2025.
Research Briefing
We received many questions, including during our recent webinar, about the changes to the forecast following the election along with...
Research Briefing
Our sticker-shock model of the 2024 presidential election accurately predicted the winner of nearly all 50 states and the District...
Research Briefing
Another Trump presidency will increase US fiscal stimulus, curb immigration, and lead to new tariffs on China, Canada, Mexico, and...
Consulting Report
This study, commissioned by the Motion Picture Association (MPA), focuses on the production of the TV show "Return to Las...
Research Briefing
Our probability of recession models showed marked improvement in September, reversing much of the recent rise. Against this backdrop, our...
Research Briefing
Our forecast is for solid growth in consumer spending over the next few years, but that is largely attributed to...
Research Briefing
Treasuries have stumbled since the Federal Open Market Committee's aggressive 50bp rate cut in September, but our baseline longer-term outlook...
Research Briefing
Our nowcast of the US PCE deflators imply inflation is not falling as smoothly as we had anticipated. But it...
