Research Briefing
Explore Australia's goods trade dynamics, with rising exports and falling imports. Learn how global demand impacts the trade balance and...
Rates
Filter content
Tag
Region
Research Briefing
Fears that President-elect Donald Trump would attempt to fire Federal Reserve Chair Jerome Powell or meddle with the Federal Open...
Research Briefing
Our probability of recession models showed marked improvement in September, reversing much of the recent rise. Against this backdrop, our...
Research Briefing
Treasuries have stumbled since the Federal Open Market Committee's aggressive 50bp rate cut in September, but our baseline longer-term outlook...
Global construction activity has continued to stagnate over 2024 as the impact of high construction costs, policy tightening by central...
We think low quality stocks will be the key beneficiaries of our soft-landing view. In this week’s Beyond the Headlines,...
Research Briefing
We think lower quality stocks such as small caps will be the key beneficiaries of our soft-landing view. These stocks...
Research Briefing
We think risk assets will underperform in 2024. We map out the implications of our key 2024 global macro themes...
One of our key macro calls for 2024 is our view that eurozone inflation will be lower than what the...
Our new global relative return index (RRI) signals that commercial real estate (CRE) investment opportunities should slowly and selectively emerge...
Research Briefing
We expect eurozone inflation will fall below the European Central Bank's target in H2 2024. This is one of our...
