Research Briefing
Our forecast is for solid growth in consumer spending over the next few years, but that is largely attributed to...
Real income
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Consumer spending growth will remain resilient this year. Supported by rising real incomes, consumer spending growth is forecast to average...
Research Briefing
Consumer spending growth is set to remain robust across the US. With real incomes continuing to rise, spending growth is...
Research Briefing
We expect weak consumer spending in the eurozone to persist throughout 2023 and into early 2024. Consumption has mainly been...
Research Briefing
Following a year of subdued global growth in 2023, we think a further softening of economic conditions is likely next...
Research Briefing
We expect eurozone house prices will continue to slide through 2023 following back-to-back declines in Q1 2023 and Q4 2022....
Research Briefing
Using data from our new Industry Climate Service we examine the responses of the land transportation services sector to different...
Research Briefing
Our indicators suggest global economic sentiment is improving despite the impact of higher interest rates, geopolitical uncertainty, and the squeeze...
Research Briefing
Positive developments in energy markets mean the risk of a sharp downturn in the eurozone during the winter has diminished...
Research Briefing
The global economic outlook has deteriorated, with downside risks threatening global real estate.
Research Briefing
Despite an upside growth surprise for Q3, we still expect the eurozone to fall into a widespread recession. Not all...
Research Briefing
Our baseline forecast is for consumer spending in the eurozone to fall over the next two quarters as consumption fundamentals...
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
In our view, the IMF's recent downgrade of its global GDP growth forecast looks too optimistic. The IMF estimates that...
Research Briefing
The energy crisis took a dramatic turn this week after reports of several leaks in the gas pipelines Nordstream 1...
Research Briefing
Upward revisions to recent quarters have pushed up our Sweden growth forecast for 2022 to 3%. That said, we expect...
Research Briefing
The UK government's energy price guarantee will mean a much lower peak for inflation, reducing the damage to household incomes....
Research Briefing
We have increased our 2022 GDP growth forecast for Sweden by 0.4ppts to 2.4%, as growth in Q2 surprised on...
Research Briefing
Like in other major economies, we expect inflation in Japan to remain elevated in 2022 – we project Japan's inflation rate will hover around 2% y/y over the year.
Research Briefing
UK households face a severe squeeze on their finances this year and have limited scope to cushion the blow by...
