Research Briefing
Unemployment is rising and wage growth is declining for young adults, which could have a long-term scarring impact. Weak labor...
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Displaying 1 to 20 of 49 results
Looking ahead, we anticipate a modest contraction in 2026 for aggregate commodity prices, with US natural gas and precious metals...
Research Briefing
The UK’s productivity performance has been lacklustre since the 2008 global financial crisis—both historically and relative to its international peers.
Research Briefing
The new rare-earth controls from Beijing mark a pivot from raw material oversight to technological leverage.
Research Briefing
The abrupt fall of the French government today will increase pressure on President Emmanuel Macron to dissolve the National Assembly...
Research Briefing
Asia chip export index (CEI) showed a remarkable rise of 27.3% in value and 26.2% in volume year-on-year.
Research Briefing
We believe that the current AI hype in financial markets will only be justified if companies can adopt AI quickly...
Research Briefing
Asia’s growth outperformance this year has been buoyed by frontloaded US orders and strong global demand for technology goods. However,...
Research Briefing
The Eurozone economy has held up against geopolitical challenges but faces lacklustre growth in the near term, with global demand...
US tariffs and global trade tensions will slow growth across Latin America in 2026. Which countries will remain resilient despite...
Research Briefing
France's fragile coalition government looks set to lose a confidence vote scheduled on September 8. Consequently, Prime Minister François Bayrou's...
Research Briefing
We still expect the Bank of England to cut Bank Rate by 25bps again in November, despite August's unexpectedly tight...
Research Briefing
The US economy has slowed and become bifurcated across consumers, the business environment and the labor market.
In a rapidly evolving global trade environment, businesses must stay ahead of changing tariffs and regulatory demands. Our latest blog...
Research Briefing
High-tech goods, pharma, and aerospace will be among the fastest growing segments over the next decade.
Research Briefing
A 30% tariff would send the Eurozone economy to the edge of recession, with growth stagnating over the coming quarters.
Research Briefing
Tariff policies, rising geopolitical tensions and unprecedented uncertainty are putting pressure on cities and regions across the world.
Research Briefing
Our Global Economic Model simulations suggest that a permanent 40ppt tariff hike on US imports from Brazil would have limited...
Research Briefing
A tiered-tariff system effectively blurs the distinctions between goods made in China and those rerouted via regional supply chains, weakening...
Research Briefing
The German finance ministry's draft budget for 2025 and updated medium-term fiscal plan show the government is embarking on a...
