Research Briefing
We see little evidence that inflation will take a significant turn for the worse, which suggests that the risks of...
Research Briefing
We see little evidence that inflation will take a significant turn for the worse, which suggests that the risks of...
Saudi Arabia’s fiscal deficit widened to 2.8% of GDP in 2024, broadly in line with our expectations. With both non-oil...
Research Briefing
We've lowered our 2025 GDP growth forecast for Australia by 0.1ppt to 1.9% due to a weaker outlook for near-term...
Dubai's GDP grew by 3.1% in the first nine months of 2024, driven by critical sectors such as transport, information...
Research Briefing
Our updated analysis shows that the risk of 'Japanification' – a lengthy period of low growth and low inflation or...
Research Briefing
President Trump launched the first salvo in what will like turn into another global trade war. A 10% additional tariff...
Saudi Arabia’s latest PMI signals the strongest non-oil economic growth since 2014, driven by robust domestic demand.
Saudi Arabia plans to invest $600bn in the US over four years, amid 7% trade growth and rising imports. Yet,...
Research Briefing
The Bank of Japan raised the policy rate by 0.25ppts to 0.5% at Friday's meeting, as we expected. We maintain...
Research Briefing
Start-of-the-year residual seasonality occurs because supplier and labor contracts are usually renegotiated in January, leading to an upward bias in...
Israel and Hamas reached a multi-stage ceasefire agreement with the first stage becoming effective on 19th January and establishing a...
Research Briefing
We think that valid concerns about the quality of data from the UK's Labour Force Survey (LFS) make it virtually...
Senior Editor Teri Robinson spoke with Chief US Economist Ryan Sweet about the what the second Trump administration will mean...
We have recently published our outlook for the GCC in 2025. The report highlights that we expect regional GDP growth...
Consulting Report
The EU VAT Gap 2024 report offers an extensive analysis of the value-added tax (VAT) compliance and policy gaps across...
GCC economies ended 2024 on a firm note according to December PMI surveys, with business activity rising especially strongly in...
CPI inflation was weak once again in Q4, with the headline measure increasing by just 0.2% q/q. Inflation has now...
Video
Qatar’s budget for 2025 balances higher expenditure against conservative revenue assumptions. The projected uplift in spending to 210 billion riyal...
Research Briefing
The Bank of Japan kept its policy rate at 0.25% at Thursday's meeting, as we expected. We believe that the...
Research Briefing
We now believe that the Bank of Japan will wait until January to hike the policy rate. We previously assumed...