Research Briefing
The US has seen short-term gains from higher tariffs, with markets steady and growth holding up. But investment weakness, rising...
Global economy
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Research Briefing
The global economy faces its weakest expansion since 2009 (ex-2020) as US tariffs and fiscal policy shifts weigh on investment...
Research Briefing
A series of problems have undermined confidence in the accuracy of official economic statistics for the UK. When using Office...
Research Briefing
If there’s one thing more damaging than tariffs themselves, it’s the sharp rise in trade policy uncertainty.
Research Briefing
We've lowered our GDP growth forecast for the US, Canada and Mexico, reflecting our assumption of more aggressive US tariff...
We expect increasingly divergent growth and risk patterns across regions in 2025.
Consulting Report
Consulting Report Beer’s Global Economic Footprint Commissioned by World Brewing Alliance You might be interested in
Research Briefing
Trade disruption, volatility in prices and a new policy mix will determine the winners and losers in 2025.
While our short-term outlook for the global economy has largely remained steady over the past quarter, the balance of risks...
Research Briefing
A return to the sustained 'lowflation' of the 2010s is unlikely, in our view. But we also doubt that the...
Research Briefing
The outlook for the global economy has improved since the previous quarter’s Global Scenarios Service report and a soft landing...
Research Briefing
Two scenarios in which former President Donald Trump returns to the White House in the 2024 election show global GDP...
he Q4 update of our IFRS9 and CECL scenarios services paints a more pessimistic view of the balance of risks...
Research Briefing
We have revised our forecasts up for bond yields in the long term by 50bps in the US and UK and by 20 to 25 bps in Japan and Germany....
Research Briefing
The global economy has been in a 'slowbalisation' in recent years. For real estate investors in AEs, this policy shift could present compelling long-term opportunities in the industrial sector.
Research Briefing
Despite the importance of returns on private wealth for long-term investors – be they households, asset managers, or pension funds...
Research Briefing
Global economic prospects remain relatively subdued. The peak impact of past policy tightening has yet to be fully felt in...
Consulting Report
Digitalisation and modern methods of construction will support the decarbonisation of infrastructure and built assets.
Research Briefing
Monetary policy is at a critical juncture. After decades of low and stable inflation, the seismic supply adverse shocks and...
Research Briefing
Global economic prospects remain relatively subdued. While we have revised up our expectations for global growth this year given the...
