Research Briefing
We expect widespread declines in inflation and interest rates in 2024 across advanced economies. A key differentiator, however, is that...
Interest rates
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Displaying 1 to 20 of 147 results
In the past week, our research has focused on the recent behavior of, and prospects for, interest rate-sensitive elements of...
Research Briefing
The relative resilience of G7 output in the face of aggressive rate hikes is partly due to the surprising strength...
Research Briefing
Even as commercial real estate investment declines, there are still pockets of opportunity in the sector and we think those...
Research Briefing
The People’s Bank of China has leaned against persistent renminbi weakness by consistently fixing the currency on the stronger side in recent months. Amid this heavy currency intervention, however, we don’t think there’s...
Research Briefing
While the economy has expanded throughout 2023, uncertainty remains high and we are not ready to remove a recession from...
Research Briefing
Our view is that European commercial real estate (CRE) is not out of the woods yet, but things are looking...
The world economy performed better in the final months of 2022 and early 2023 than might have been expected, given...
Research Briefing
We still think a mild recession is likely toward the end of this year in the US, sparked by elevated...
Research Briefing
All the components of our supply chain stress tracker were steady or signaled an improvement in conditions in July. The...
Research Briefing
Our estimates suggest that the surge in aggregate bank profitability may continue in the near term, but the outlook remains...
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 think that eurozone and US REIT prices will rise in H2 as inflation falls and interest rates peak. In...
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 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
Q1 global industrial activity surprised to the upside, as the impact of tighter monetary policy across numerous economies was offset...
After stalling in Q4, the Canadian economy likely grew modestly in Q1. Labour markets have also shown impressive resilience, with...
Research Briefing
New research by Oxford Economics suggests that construction materials prices have shifted permanently higher due to the shocks of the...
Research Briefing
We believe the most significant policy measures to come through in the budget for residential building are the announced tax...
