Our risk sentiment indicator is flashing red once again following the sharp end-of-year equity rally. In this week’s Beyond the...
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Displaying 1 to 20 of 329 results
Research Briefing
The upcoming elections will affect the US economy beyond 2024 and are a major source of near-term uncertainty. Although we...
Research Briefing
The Canadian economy will begin 2024 still mired in recession as the lagged impact of higher interest rates continues to...
Global travel recovery will continue in 2024 despite a slower economic backdrop. Many countries that were previously expected to endure...
Research Briefing
The economy is weakening, but the incoming data are consistent with a slowdown rather than a technical recession.
Research Briefing
2023 has been a turbulent year for global industry, with growth on track to come in lower than any other...
We are unconvinced that recent measures mark a turning point in China's housing downturn and the resulting banking system is...
We think risk assets will underperform in 2024. In this week’s Beyond the Headlines, Javier Corominas, Director of Global Strategy,...
Research Briefing
The rapid surge in interest rates will continue to weigh on the Nordic economies next year with little external support,...
Every year, the Conference of the Parties on Climate Change captures the world's attention for a few weeks as government,...
Trade protectionism between the US and China has been intensifying over recent years, and this is increasingly raising concerns of...
Research Briefing
Our new demographic projection suggests rapid international migration will boost Canada's population to 42mn by 2025, which would be a...
The greenback is overvalued fundamentally, but 2024 will disappoint dollar bears. The pivot the market expects on the back of...
Sustainability is a multifaceted challenge, shrouded in complexity. It can make navigating the complex landscape of sustainability daunting, with organisations...
Research Briefing
The dollar will continue to be supported by a high carry and the relative resilience of the US economy. Even...
It's widely believed that global growth and inflation will slow in 2024 and that advanced economy central banks will begin...
Research Briefing
We expect a material slowdown in the US economy in the next couple of quarters to give way to a...
Research Briefing
We expect widespread declines in inflation and interest rates in 2024 across advanced economies. A key differentiator, however, is that...
Research Briefing
In our latest forecast, we removed the mild recession from our baseline and now anticipate a prolonged period of below-trend...
Research Briefing
The relative resilience of G7 output in the face of aggressive rate hikes is partly due to the surprising strength...
