Research Briefing
We think risk assets will underperform in 2024. We map out the implications of our key 2024 global macro themes...
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Displaying 1 to 20 of 662 results
Research Briefing
In 2024, the main influence on Asia is likely to be a global slowdown, particularly in China and the US....
Trade protectionism between the US and China has been intensifying over recent years, and this is increasingly raising concerns of...
Research Briefing
After nearly doubling in size from 2017 through 2022, the warehousing and storage sector shed jobs over the last five...
Research Briefing
Our measure of financial conditions has become less restrictive in the US and started to loosen in the eurozone and...
Research Briefing
Despite strong growth in recent years, the California economy is facing multiple challenges, not least to its key entertainment and...
Research Briefing
The dollar will continue to be supported by a high carry and the relative resilience of the US economy. Even...
Research Briefing
We expect a material slowdown in the US economy in the next couple of quarters to give way to a...
Consulting Report
This study provides rigorous analysis to inform policymakers on the potential impact of an escalation in US-China tariffs. We examine...
Consulting Report
Walt Disney World Resort, one of the world’s most visited vacation destinations, generated $40 billion in economic impact across Florida...
Research Briefing
We expect widespread declines in inflation and interest rates in 2024 across advanced economies. A key differentiator, however, is that...
Research Briefing
In our latest forecast, we removed the mild recession from our baseline and now anticipate a prolonged period of below-trend...
Research Briefing
The relative resilience of G7 output in the face of aggressive rate hikes is partly due to the surprising strength...
Research Briefing
The senior population continues to migrate to Sun Belt metros, but the trend has abated as more seniors are deciding...
Research Briefing
Additive manufacturing (AM) technology, more commonly known as 3D printing, has grown at a CAGR of 20% between 2016 and...
Research Briefing
US equities dipped into correction territory last week and we see the risk of more downside in the near term, as valuations remain expensive...
Research Briefing
We see the recent increase in term premia as explainable by the ongoing retreat of price insensitive foreign buyers, structurally...
Research Briefing
Following a year of subdued global growth in 2023, we think a further softening of economic conditions is likely next...
We've recently revised up our forecasts for US and UK bond yields in the long term by 50 basis points;...
Research Briefing
While the economy has expanded throughout 2023, uncertainty remains high and we are not ready to remove a recession from...
