Research Briefing
We believe that recent jitters about US growth prospects are overdone. While US GDP growth will slow a bit, we...
Research Briefing
We believe that recent jitters about US growth prospects are overdone. While US GDP growth will slow a bit, we...
Research Briefing
Abrupt yen appreciations have been associated with, or preludes to, global financial instability. So far, the recent yen surge has...
Research Briefing
As expected, the RBA kept rates on hold in August. The cash rate has now been unchanged at 4.35% since...
Research Briefing
You may be interested in 2024 Paris Olympics: Impact on Tourism and Beyond The Olympics are set to push Paris...
Research Briefing
The second round of the French snap elections resulted in a hung parliament, as we expected. Even though the Nouveau...
Research Briefing
Related Services Macro and Regulatory Scenarios Our models, forecasts, and datasets can be customised to fit the unique needs of...
Research Briefing
The economy slowed following the strong gains in the second half of last year, as it settled into a more...
Research Briefing
We subjectively assign a greater probability of a divided government after the 2024 elections rather than one that is fully...
Research Briefing
We modeled two scenarios in which former President Donald Trump returns to the White House and Republicans gain full control...
This year is set to be a turning point for commercial property markets in the US. A gradual easing in...
Research Briefing
We will retain our below-consensus 2024 GDP growth forecast of 1.9% for Mexico irrespective of the presidential election results on...
Research Briefing
Total construction work done is forecast to expand 8.8% in 2024 after falling 0.1% last year. Demand for construction came...
Research Briefing
We forecast total construction work done to accelerate 4.8% in 2024. Civil engineering construction and non-residential building will drive the...
Research Briefing
Last week's Budget highlighted the flaws at the heart of the UK's dysfunctional fiscal policy, particularly its poorly-designed fiscal rules....
Research Briefing
Related Posts Takaichi’s big win doesn’t affect the fiscal outlook for Japan The ruling Liberal Democratic Party’s (LDP) landslide election...
Research Briefing
We forecast UK GDP growth will average 1.5% a year over the medium-term. Though strong inward migration will continue to...
Research Briefing
Presidential elections not only have major implications for the future path of fiscal policy and the macroeconomic outlook, but they...
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
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...