Research Briefing
Our latest scenario analysis suggests that the global economy would falter in the event of an escalation of the Israel-Hamas...
Research Briefing
Our latest scenario analysis suggests that the global economy would falter in the event of an escalation of the Israel-Hamas...
Research Briefing
Following a year of subdued global growth in 2023, we think a further softening of economic conditions is likely next...
Research Briefing
While the economy has expanded throughout 2023, uncertainty remains high and we are not ready to remove a recession from...
In our latest Roundtable, “Finding opportunities in a global downturn”, Javier Corominas, Director of Global Macro Strategy, examines why we...
In the context of an accelerated expansion of the tech industry, and the implementation of policies like the CHIPS and...
A peak in policy rates is often a positive catalyst for equities, but there are three key reasons why we...
Research Briefing
Canada's economy has now likely fallen into the recession that we have long been expecting. Key imbalances – highly indebted...
Research Briefing
We still think that the US economy is headed for a slowdown at the turn of the year. Three factors...
Video
Fiscal rules should aim to ensure fiscal sustainability and inter-generational fairness while helping to promote longer term societal goals such...
Research Briefing
The Midwest economy has persistently underperformed, reflecting both its reliance on industrial manufacturing, but also its tendency to underperform in...
The world economy performed better in the final months of 2022 and early 2023 than might have been expected, given...
Research Briefing
We expect Latin America's six largest countries' combined GDP to expand 0.8% next year, down from our 1.8% forecast for...
Research Briefing
We still think a mild recession is likely toward the end of this year in the US, sparked by elevated...
Research Briefing
All the components of our supply chain stress tracker were steady or signaled an improvement in conditions in July. The...
Research Briefing
Achieving the US government's long-term goal of net zero carbon emissions by 2050 will require the enactment of stringent mitigation...
Research Briefing
We recently received many questions on China's growth trajectory given the recent twists and turns in onshore activity and policy...
Research Briefing
The data this week have done little to change the picture of an economy that remains resilient and a labor...
Research Briefing
Business perceptions of the key threats to the global economy have shifted significantly, based on our latest Global Risk Survey....
This report sponsored by Energy UK investigates the challenges the UK faces in attracting sufficient private sector investment to finance...
Research Briefing
We have upgraded our forecasts for the Stockholm economy in 2023 as a result of a stronger than expected national...