The Canadian economy will begin 2024 still mired in recession as the lagged impact of higher interest rates continues to...
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Research Briefing
The Canadian economy will begin 2024 still mired in recession as the lagged impact of higher interest rates continues to...
Global travel recovery will continue in 2024 despite a slower economic backdrop. Many countries that were previously expected to endure...
Research Briefing
We expect another year of industrial metal price weakness in 2024 and are generally below consensus. Metal demand will remain...
We are unconvinced that recent measures mark a turning point in China's housing downturn and the resulting banking system is...
Research Briefing
Emerging market (EM) GDP growth will disappoint next year but EM central banks will reap the dividends of credible policies...
It's widely believed that global growth and inflation will slow in 2024 and that advanced economy central banks will begin...
Research Briefing
We continue to forecast growth in global construction activity over 2023, albeit at a slower rate than we anticipated at...
Research Briefing
We recently received many questions on China's growth trajectory given the recent twists and turns in onshore activity and policy...
Research Briefing
Canada has likely just entered a moderate recession that will last for much of 2023.
Research Briefing
The 2023 outlook for the Gulf Cooperation Council (GCC) region will not compare to this year's spectacular expansion. That said,...
Research Briefing
While few observers expect to see any growth surprise in Japan, some have started to wonder whether global inflation may...
Research Briefing
In a tough global environment, we are below consensus on advanced economy growth and anticipate most will fall into recession...
Research Briefing
The outlook for Latin America changed dramatically after Russia's invasion of Ukraine last February.
Research Briefing
We expect the UK economy to be in recession for most of 2023, with activity dragged down by falling real...
Research Briefing
We expect real estate values to correct sharply in 2023, but pressure should gradually alleviate as policy rates peak.
