Research Briefing
Chinese manufacturing fixed investment shrank by 6.7% year-on-year in October, deepening the slump that began in July. We expect this decline to continue for most of H1 2026. The...
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Displaying 1 to 20 of 88 results
Research Briefing
The narrative surrounding policymaking and its near-term economic impact has shifted dramatically from the January to February baseline forecast.
Research Briefing
President Trump launched the first salvo in what will like turn into another global trade war. A 10% additional tariff...
Our short-term outlook for the global economy has a seen a small upwards revision due to the expected loosening of...
Discover the latest insights into the global electrical engineering & apparatus outlook with our new chartbook.
Research Briefing
Current polling suggests Canadians are poised to vote in a Conservative majority government that would usher in a sea change...
Research Briefing
Economic policy uncertainty is rising earlier than normal for a presidential election year, and this has implications for the Q4...
Research Briefing
The latest revamp of our foreign exchange risk tool (FXRT) demonstrates the enhanced predictive power of selected vulnerability metrics over...
The EU’s Carbon Border Adjustment Mechanism (CBAM) is one of the central pillars of the EU’s Fit for 55 Agenda,...
Stricken sovereigns are suffering as China and the Western-dominated IMF Board engage in a titanic wrestling match over crisis-resolution architecture....
In the context of an accelerated expansion of the tech industry, and the implementation of policies like the CHIPS and...
Research Briefing
Canada's economy has now likely fallen into the recession that we have long been expecting. Key imbalances – highly indebted...
Research Briefing
The past few months have been especially challenging for China, but the problems that are apparently not new. Much of...
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
Australia’s maintenance market is estimated to have increased to $53.5bn in FY22, driven by road rehabilitation following flooding along the...
Research Briefing
Digitalisation is enabling a manufacturing-led approach to buildings and infrastructure—we must embrace it to deliver a net zero future.
Research Briefing
Emerging market (EM) central banks' credibility to restrain inflation over the medium-term horizon remains intact despite the tests it's been...
Research Briefing
The recent blame put on rising company profits as a key driver of consumer price inflation in Australia is overstated....
Research Briefing
The pipeline of build-to-rent (BTR) developments across Australia continues to swell, with our project tracking currently capturing a pipeline of...
Research Briefing
New research by Oxford Economics suggests that construction materials prices have shifted permanently higher due to the shocks of the...
