Research Briefing
Many cities in the world's advanced economies will enter recession in 2023, with soaring inflation and tightening monetary and fiscal...
Research Briefing
Many cities in the world's advanced economies will enter recession in 2023, with soaring inflation and tightening monetary and fiscal...
Research Briefing
Policy divergence will continue to be a key theme in global FI markets in 2023. Whereas we pencil in a...
Looking into 2023, developers and investors have to assess conflicting pressures to construction costs, rising interest rates, and falling capital...
Research Briefing
Supply chain developments were mixed in October, but the implications for the outlook, particularly for inflation, are modest. The easing...
Research Briefing
Fiscal policy has begun to play a more active part in business cycle management. But while its role in pushing...
Research Briefing
The National Bank of Poland (NBP) kept its policy rate unchanged at 6.75% at yesterday's meeting, undershooting consensus and our...
Research Briefing
Despite an upside growth surprise for Q3, we still expect the eurozone to fall into a widespread recession. Not all...
Research Briefing
We think there is a slim chance that the Bank of Japan will adjust its Yield Curve Control policy when...
Research Briefing
The CNB again left the policy rate unchanged at 7% at the November meeting, staying put for the third consecutive...
Consulting Report
In partnership with the British Valve and Actuator Association this latest edition of our annual Global Valve and Actuator Market...
The state of the market for valves and actuators is often seen as a bellwether for the state of the...
Research Briefing
Another wave of yen weakening has not deterred the Bank of Japan (BoJ) from leaving monetary policy unchanged at today's...
Research Briefing
UK government's U-turns on tax cuts, the prospect of further fiscal policy tightening, and calmer financial markets mean the Monetary...
Research Briefing
2023 is likely to be a difficult year for most Asian economies with growth slowdowns, stubborn inflation, and sticky policy...
Research Briefing
Anything but a 75bps hike of the ECB's key policy rates after next week's council meeting would be a big...
Research Briefing
Soaring debt costs across advanced economies threaten to push commercial real estate markets into distress. DM REITs are likely to...
Research Briefing
Egyptian authorities met with IMF staff on the sidelines of the IMF and the World Bank annual meetings held in...
Research Briefing
With Liz Truss's agenda of tax cuts and supply-side reforms dead before it had even begun, her resignation as UK...
Research Briefing
We do not believe the moderate recession forecast this winter and the deepening housing correction completely undermines the medium-term case...
Research Briefing
Further moderate downgrades to the near-term outlook for advanced economies (AEs) have pushed our global GDP forecast perilously close to...