Research Briefing
A Kamala Harris presidency wouldn't materially alter the economic outlook for Canada. Another term for Donald Trump would usher in...
Monetary Policy Tightening
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Research Briefing
Surprisingly, the rate hiking cycle in the US has not been accompanied by a spike in financial distress. This partly...
Research Briefing
Global urban consumers have faced numerous difficulties in recent times, and the near-term outlook looks challenging still. Rising interest rates...
Research Briefing
Emerging market (EM) GDP growth will disappoint next year but EM central banks will reap the dividends of credible policies...
Research Briefing
Our new demographic projection suggests rapid international migration will boost Canada's population to 42mn by 2025, which would be a...
Research Briefing
The UK's house price correction has been mild so far and recent data has indicated the market may be more...
Research Briefing
We expect a material slowdown in the US economy in the next couple of quarters to give way to a...
Research Briefing
Our growth outlook for Latin America is lower than the IMF's forecasts, published today. A key area of difference is...
Research Briefing
Global economic prospects remain relatively subdued. The peak impact of past policy tightening has yet to be fully felt in...
Research Briefing
All the components of our supply chain stress tracker were steady or signaled an improvement in conditions in July. The...
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
We estimate that the ECB's job of taming elevated inflation will feature an unfavourable trade-off due to the uneven sectoral...
Research Briefing
Q1 global industrial activity surprised to the upside, as the impact of tighter monetary policy across numerous economies was offset...
Research Briefing
We expect the structural shift to working from home to continue to negatively impact the US office sector over the...
Research Briefing
Providers of technology services benefitted from the coronavirus pandemic. Structural changes impacted virtually all industries worldwide, causing investment into the...
Research Briefing
As expected, the Bank of Canada (BoC) held the target for the overnight rate steady at 4.5% in April and...
Research Briefing
In this new quarterly Research Briefing series, we answer the top five questions we've recently received from clients.
We think rapidly deteriorating demand and easing commodity prices will prompt the Czech National Bank (CNB) to start cutting rates at the end of Q2.
Research Briefing
Financial conditions have deteriorated across ASEAN-5 economies to varying degrees. As well as monetary tightening, a broad depreciation of currencies...
