Research Briefing
France's economic outlook is concerning, with weak consumer confidence and a struggling labor market impacting growth. Discover more insights.
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Research Briefing
Explore the shifting economic landscape, with insights on inflation, GDP growth, and the impact of AI investment on productivity and...
Research Briefing
China remains a manufacturing leader, adapting its industrial strategy while other Asian nations find opportunities in complementary sectors. Discover more.
Research Briefing
The new tariff regime is shaping trade dynamics, with key countries facing varying rates. Investigations into labour practices may lead...
Research Briefing
The Middle East conflict is affecting global energy prices and Asia's industrial production, with challenges for exports and opportunities in...
Research Briefing
Data centres are evolving rapidly, driven by AI demand. Discover the challenges and opportunities shaping this dynamic investment landscape.
It’s not the breadth of AI adoption that matters, but how it’s being used.
Research Briefing
AI spending is set to become the primary driver of incremental enterprise tech spend growth, rising from $340 billion in...
Research Briefing
Energy-driven supply shocks push Eurozone inflation higher, prompting expected ECB rate hikes despite weak demand.
Research Briefing
The World Cup will deliver a temporary, sector-specific boost with minimal lasting economic impact.
Research Briefing
AI adoption is likely to reinforce regional disparities, benefiting major cities while limiting gains in smaller and industrial regions.
Research Briefing
APAC’s interventionist government measures are imposing macroeconomic costs that markets may be underestimating.
Research Briefing
A prolonged closure of the Strait of Hormuz could send shockwaves through global industry, but which sectors and regions are...
Research Briefing
Supply chains are under more strain as fuel and shipping costs rise and key chip materials become harder to source—but...
More than two-thirds of commodities are expected to record price increases in 2026 as a result of the Iran war...
While the fundamentals for global industrial growth have remained relatively constant, downside risks have notably risen.
Research Briefing
Disruption to LNG flows through the Strait of Hormuz poses a bigger threat to Asia than higher oil prices, risking...
Research Briefing
We estimate inbound arrivals to the Middle East could decline 11-27% y-y in 2026 as a result of the conflict.
Research Briefing
The oil market is well placed to manage the impact from Iran. We now assume oil supply is disrupted by...
A gold medal at the 2026 Winter Olympics is estimated to be worth around US$1,938, almost three times its value...
