Research Briefing
While our outlook for emerging markets (EMs) is more upbeat than for advanced economies (AEs), we have cut our 2023...
Global economy
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Research Briefing
Supply chain developments were mixed in October, but the implications for the outlook, particularly for inflation, are modest. The easing...
A remarkably consistent fact of energy usage across economies, industries, and energy types is that intensity has come down steeply...
Research Briefing
While most measures suggest a tight UK labour market, the pass-through to wage growth has been weak. We expect labour...
Research Briefing
The CNB again left the policy rate unchanged at 7% at the November meeting, staying put for the third consecutive...
Research Briefing
Russia’s shutdown of natural gas flows to Europe has resulted in skyrocketing regional prices. This has contributed to a significant...
Research Briefing
The BoE raised Bank Rate by 75bps to 3% at its November meeting, in line with our expectations and market...
Consulting Report
In partnership with the British Valve and Actuator Association this latest edition of our annual Global Valve and Actuator Market...
After a tighter-than-expected runoff on October 30, Lula da Silva (PT) was elected president of Brazil for a third time....
The state of the market for valves and actuators is often seen as a bellwether for the state of the...
Research Briefing
Central banks and many other forecasters may be underestimating the risk of persistently high inflation. While our view is that...
Research Briefing
Soaring debt costs across advanced economies threaten to push commercial real estate markets into distress. DM REITs are likely to...
Research Briefing
The new UK Chancellor's decision to reverse almost all September's mini-Budget tax cuts plus action to limit the cost of...
Research Briefing
Debt costs continue to soar across advanced economies, threatening to push commercial real estate markets into distress. We believe that...
Research Briefing
In our view, the IMF's recent downgrade of its global GDP growth forecast looks too optimistic. The IMF estimates that...
Research Briefing
The cost of debt for real estate has risen steeply in recent months, as credit conditions tighten, loan margins widen,...
Research Briefing
African purchasing managers' index (PMI) readings for Q3 2022 reflect economic weakness on the continent and we expect GDP data...
Research Briefing
We expect eurozone industrial production to contract by a cumulative 3% over the next few quarters due to the severe...
Research Briefing
Further moderate downgrades to the near-term outlook for advanced economies (AEs) have pushed our global GDP forecast perilously close to...
BoE governor Andrew Bailey's insistence that emergency support will end on Friday is an unsustainable position that we expect to...
