Research Briefing
Energy-driven supply shocks push Eurozone inflation higher, prompting expected ECB rate hikes despite weak demand.
Supply
Filter content
Tag
Region
Research Briefing
We believe that building enough homes to restore housing affordability across Canada will likely take another decade.
Research Briefing
We expect widespread declines in inflation and interest rates in 2024 across advanced economies. A key differentiator, however, is that...
Research Briefing
Our latest scenario analysis suggests that the global economy would falter in the event of an escalation of the Israel-Hamas...
Research Briefing
We expect eurozone inflation will fall below the European Central Bank's target in H2 2024. This is one of our...
Research Briefing
We continue to forecast growth in global construction activity over 2023, albeit at a slower rate than we anticipated at...
Research Briefing
We expect downward pressure from multiple factors to push inflation lower by the end of 2023. Weaker demand and reduced...
Research Briefing
Monetary policy is at a critical juncture. After decades of low and stable inflation, the seismic supply adverse shocks and...
Research Briefing
Spot crude oil prices continue to be held back by demand woes, despite recent moves to tighten the market by...
Research Briefing
Price forecasts for lithium, cobalt price and palladium are now added to our Global Climate Service. This valuable enhancement will...
Research Briefing
We expect the structural shift to working from home to continue to negatively impact the US office sector over the...
Consulting Report
Mastering the appropriate skills will become increasingly important as the global economy evolves to a more sophisticated, interconnected and digital...
Research Briefing
The easing in supply chain stress is an encouraging sign for the US inflation outlook, but conditions continue to drag...
Research Briefing
The Federal Reserve knows that their mission to tame inflation isn’t complete, and odds are rising that the central bank...
Research Briefing
We have cut our US industrial outlook to reflect rising interest rates and economic uncertainty.
Research Briefing
The G7 and the European Union (EU) hope to keep Russian oil exports on the market and prevent global oil...
Research Briefing
The MPC and OBR both judge that UK potential GDP has fallen outright since Q4 2019 and will register only...
Research Briefing
We expect real estate values to correct sharply in 2023, but pressure should gradually alleviate as policy rates peak.
Research Briefing
We anticipate most advanced economies will fall into recession in 2023 and global growth will be weaker than the consensus...
Research Briefing
The strength of the US labor market, as demonstrated by the increase in job openings in September, will frustrate the...
