Research Briefing
Discover how US-China trade tariffs are reshaping the construction industry. With rates soaring, find out how it affects costs for...
Tariffs
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Research Briefing
We think the damage from US tariffs on Eurozone consumer spending will be relatively mild. This is crucial for the...
Research Briefing
We expect 10-year bund yields to increase towards 2.8% by late 2026, as the term premium remains around 1.1% and...
Research Briefing
Explore the latest updates on US-China trade relations, including tariff changes and export forecasts. Stay informed on global trade trends...
Research Briefing
For the first time this year, our global industrial production outlook for 2025 has been upgraded. However, we still anticipate...
Research Briefing
Our revamped modelling shows that a recession is not imminent for the Eurozone and the big four despite the extreme...
Research Briefing
Discover how the recent Court ruling on Trump's tariffs affects global trade dynamics. Learn about potential administration strategies and our...
Research Briefing
A recent court ruling challenges key tariffs from the Trump administration, sparking uncertainty in US trade policy. As legal battles...
Research Briefing
Rising tariffs, tightening credit, and slowing demand are straining the US economy especially for small businesses. Could these be early...
Research Briefing
If the threatened tariffs on imports from the European Union and smartphones were to be implemented, it would reduce US'...
Research Briefing
The economic costs of the 50% tariffs to the Eurozone could amount to 0.3%–1.0% of the Eurozone’s GDP by the...
Research Briefing
The scale of the US tariffs announced on April 2 suggests the economic impact on the Eurozone will be swift....
Research Briefing
We expect the peak economic drag for China from the exogenous demand shock generated by higher tariffs to occur in...
Research Briefing
GDP growth likely to be revised up but will remain weaker than assumed prior to Liberation Day.
Research Briefing
Japan's industries, which are exposed more to international demand than to tepid domestic demand, are often concentrated in certain cities....
Research Briefing
The latest US-China tariff deal suggests less of a drag on the economy through the rest of this year.
Research Briefing
We will not change our US forecasts based on the latest US-UK deal and what it signals for future agreements.
Research Briefing
The worst-case US tariff scenario sees significantly weaker growth than in our baseline, but the upsides to growth for many...
Research Briefing
We have produced an interim Global Construction Forecast update to reflect the fast-changing trade environment.
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at Thursday's meeting. Considering the significant downgrading of growth and...
