Research Briefing
We expect Canada to enter a recession in Q4 2022 and as a result, most metros including Toronto, Montreal, and...
Research Briefing
We expect Canada to enter a recession in Q4 2022 and as a result, most metros including Toronto, Montreal, and...
Research Briefing
We forecast copper prices to fall over the next six months as global economic growth deteriorates and surging energy prices...
Research Briefing
The real-wages squeeze, slowing retail sales, and falling commodity and producer prices all point to inflation slowing down, albeit slowly....
Research Briefing
Our baseline economic outlook now assumes a mild US recession in the first half of 2023. Despite moderate improvement in...
Research Briefing
Businesses continue to downgrade their expectations for the global economy, based on our latest survey of risk perceptions. On average,...
Research Briefing
Odds of a downturn in Canada have just crossed a tipping point and we now expect a moderate recession starting...
Research Briefing
Downside risks to our near-term outlook for global real estate are mounting, as the global economic outlook has continued to deteriorate over the...
Research Briefing
Brazil's October presidential election will likely be decided in a runoff between two arch-rivals: the far-right Jair Bolsonaro and left-wing...
Research Briefing
We expect a shallow but protracted recession in Finland from Q3 this year to Q1 2023, with a contraction of...
Research Briefing
Upward revisions to recent quarters have pushed up our Sweden growth forecast for 2022 to 3%. That said, we expect...
Research Briefing
We now expect Denmark to enter a shallow recession in Q3 this year, ending in Q1 2023, due to rising...
Research Briefing
The UK government's energy price guarantee will mean a much lower peak for inflation, reducing the damage to household incomes....
Research Briefing
We think the REIT market has overcorrected despite the headwinds from higher energy prices and inflation this winter. Global REIT...
Research Briefing
Although the risk of hard energy rationing has diminished, demand destruction triggered by the surge in energy prices has led...
Research Briefing
The acceleration in nominal wage growth rates in Central and Eastern European (CEE) economies over the past couple of quarters...
Global commercial property prices were barely affected by the pandemic despite the fall in output and changes in the structure...
Research Briefing
We have long been expecting a dovish pivot from the ECB at the turn of the year as supply-driven core...
Research Briefing
A combination of recession on the horizon, high inflation forecasted for the short term and rapid central bank tightening is...
Research Briefing
The global economic outlook has continued to deteriorate. Since our previous global scenarios were released three months ago, we have...
Research Briefing
The minutes from the July ECB meeting, when the bank ended the period of the negative interest rates in the...