Research Briefing
Most measures of inflation expectations eased in recent months, with the notable exceptions not as bad as they look. This...
Research Briefing
Most measures of inflation expectations eased in recent months, with the notable exceptions not as bad as they look. This...
Research Briefing
The data this week have done little to change the picture of an economy that remains resilient and a labor...
Research Briefing
Australia’s maintenance market is estimated to have increased to $53.5bn in FY22, driven by road rehabilitation following flooding along the...
Research Briefing
Business perceptions of the key threats to the global economy have shifted significantly, based on our latest Global Risk Survey....
Research Briefing
Our supply-chain stress tracker declined again in June and stood halfway below its year-ago level, signaling a massive improvement in...
Research Briefing
We have upgraded our forecasts for the Stockholm economy in 2023 as a result of a stronger than expected national...
Research Briefing
We have raised our aggregate GDP growth forecast for EMs in 2023 by 0.2ppts because most performed better than we...
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...