Research Briefing
Our in-house financial conditions index reveals that while overall conditions are tight compared to pre-pandemic levels, Asia's financial conditions have been improving thanks to central banks' pause in rate hikes,...
Research Briefing
Our in-house financial conditions index reveals that while overall conditions are tight compared to pre-pandemic levels, Asia's financial conditions have been improving thanks to central banks' pause in rate hikes,...
Research Briefing
We think that eurozone and US REIT prices will rise in H2 as inflation falls and interest rates peak. In...
Research Briefing
Monetary policy is at a critical juncture. After decades of low and stable inflation, the seismic supply adverse shocks and...
Research Briefing
Digitalisation is enabling a manufacturing-led approach to buildings and infrastructure—we must embrace it to deliver a net zero future.
Research Briefing
We estimate that the ECB's job of taming elevated inflation will feature an unfavourable trade-off due to the uneven sectoral...
Research Briefing
We expect downward pressure from multiple factors to push inflation lower by the end of 2023. Weaker demand and reduced...
Research Briefing
Monetary policy is at a critical juncture. After decades of low and stable inflation, the seismic supply adverse shocks and...
Research Briefing
Supply chain stress has eased significantly despite resilient consumer and business spending, a reassuring development for the inflation outlook.
Research Briefing
The recent blame put on rising company profits as a key driver of consumer price inflation in Australia is overstated....
Research Briefing
The pipeline of build-to-rent (BTR) developments across Australia continues to swell, with our project tracking currently capturing a pipeline of...
The RBA has raised its cash rate target by a further 25 basis points, taking it to 4.1%. Although inflation has peaked, the...
Research Briefing
Q1 global industrial activity surprised to the upside, as the impact of tighter monetary policy across numerous economies was offset...
Research Briefing
New research by Oxford Economics suggests that construction materials prices have shifted permanently higher due to the shocks of the...
Research Briefing
After a choppy first quarter of GDP data, our novel Activity Trackers (which incorporate proprietary daily sentiment data from Penta)...
We believe the most significant policy measures to come through in the budget for residential building are the announced tax...
Research Briefing
We believe the most significant policy measures to come through in the budget for residential building are the announced tax...
Research Briefing
The Treasury announced its full acceptance of findings and recommendations in the latest release of the independent review of Inland...
Research Briefing
Despite the US dollar already moderating from a multi-year peak in late 2022, we expect it to remain relatively strong...
Research Briefing
The Bank of Japan (BoJ) left monetary policy unchanged at its first meeting under Governor Kazuo Ueda. Lower global yields...
Research Briefing
We have revised up our long-term wage and inflation projections based on a larger impact from structural labour shortages due...