Research Briefing
The US macroeconomic implications are minor, and the resulting reduction in inflation next year is no more than just a...
Inflation
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Displaying 1 to 20 of 686 results
Research Briefing
The end of the government shutdown did not alter the broader economic trajectory, but it did create a sharp swing...
Research Briefing
Australia’s outlook is improving as household spending strengthens and property prices surge, though inflation keeps the RBA cautious.
Research Briefing
Our modelling shows European real estate is most exposed to inflation and bond-yield shocks, with impacts varying widely across cities...
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.5% at its October meeting, after a 7-2 majority vote....
Research Briefing
Australia’s unemployment hit 4.5% in September, the highest in nearly four years. As inflation stays elevated, the RBA faces pressure...
Research Briefing
Australia's economy has strengthened in recent months. Alongside a rise in consumer confidence, household spending momentum has continued in July...
Research Briefing
Our supply-chain stress index eased in August as early shipping demand faded. However, a long government shutdown could disrupt cargo...
The winner of the Czech parliamentary election in October is all but certain to be the populist ANO, which has...
Research Briefing
Research Briefing High uncertainty means a cautious the Bank of Japan
Research Briefing
The Eurozone economy has held up against geopolitical challenges but faces lacklustre growth in the near term, with global demand...
US tariffs and global trade tensions will slow growth across Latin America in 2026. Which countries will remain resilient despite...
Research Briefing
We expect the US economy to slow in 2026 but sidestep recession, with AI investment providing key support. How will...
Research Briefing
France's fragile coalition government looks set to lose a confidence vote scheduled on September 8. Consequently, Prime Minister François Bayrou's...
Research Briefing
The US has seen short-term gains from higher tariffs, with markets steady and growth holding up. But investment weakness, rising...
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
As GCC governments focus on diversifying economic activity and revenue sources away from oil and gas, our analysis suggests that...
Research Briefing
France's fragile coalition government looks set to lose a confidence vote scheduled on September 8. Consequently, Prime Minister François Bayrou's...
Research Briefing
US tariff rates are climbing to levels not seen since the 1930s, with world trade expected to decline and inflation...
Research Briefing
We still expect the Bank of England to cut Bank Rate by 25bps again in November, despite August's unexpectedly tight...
