In this infographic, we present the themes that are crucial to location decisioning in 2024 and pinpoint potential bright spots.
Key themes 2024
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Research Briefing
In this presentation deck, Innes McFee, Chief Global Economist, explains how the outlook for the year is cautiously optimistic. Over...
The Canadian economy will begin 2024 still mired in recession as the lagged impact of higher interest rates continues to...
Research Briefing
Growth in the main economic indicators (GDP, employment, and consumer spending) is likely to be weaker in 2024 than in...
Global travel recovery will continue in 2024 despite a slower economic backdrop. Many countries that were previously expected to endure...
Research Briefing
The Canadian economy will begin 2024 still mired in recession as the lagged impact of higher interest rates continues to...
Research Briefing
We expect another year of industrial metal price weakness in 2024 and are generally below consensus. Metal demand will remain...
Research Briefing
China heads into 2024 with relatively loose policy settings, but private sector sentiment constrained by property pessimism. Policy efforts will...
Research Briefing
The Indian economy has been more resilient than expected in 2023, but we believe the slowdown has only been postponed...
Research Briefing
2023 has been a turbulent year for global industry, with growth on track to come in lower than any other...
We are unconvinced that recent measures mark a turning point in China's housing downturn and the resulting banking system is...
Research Briefing
The Gulf Cooperation Council (GCC) region will expand less than we initially thought this year, but growth will improve in...
We think risk assets will underperform in 2024. In this week’s Beyond the Headlines, Javier Corominas, Director of Global Strategy,...
Research Briefing
The rapid surge in interest rates will continue to weigh on the Nordic economies next year with little external support,...
Looking at the commercial real estate sector in 2024, we see five key themes that are likely to dominate the...
Research Briefing
After a difficult 2023, we think five key themes will shape the outlook for commercial real estate next year.
Research Briefing
Emerging market (EM) GDP growth will disappoint next year but EM central banks will reap the dividends of credible policies...
Research Briefing
Inflation will likely decelerate in 2024 as the impact of imported inflation wanes. We expect the Bank of Japan will...
Research Briefing
Next year holds promise for the dawning of a new industry in Africa and somewhat of a commercial renaissance taking...
Research Briefing
We think risk assets will underperform in 2024. We map out the implications of our key 2024 global macro themes...
