Research Briefing
If global oil prices averaged around $140 per barrel (pb) for two months, it would be enough to push parts...
Economic growth
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Displaying 1 to 20 of 1354 results
Consulting Report
The UK Industrial Strategy and National Infrastructure Pipeline have set out the UK government’s roadmap for growing a modern economy...
Still sluggish domestic demand, the recently-concluded ‘Two Sessions’, and an ongoing Middle Eastern conflict all point to the need for...
Consulting Report
A sweeping reset of global trade policies under Trump 2.0 have triggered a sharp global pullback in foreign direct investments,...
Consulting Report
While Ethiopia already had a large illicit cigarette market prior to 2020, recent changes to the excise regime and the...
While the fundamentals for global industrial growth have remained relatively constant, downside risks have notably risen.
Research Briefing
RESEARCH BRIEFING Wage growth should slow, but upside risks persist in Australia Labour shortages and strong demand continue to support...
Consulting Report
The EU’s Tobacco Excise Directive set a harmonised framework for cigarette taxation, but our study shows that differences in the...
Research Briefing
RESEARCH BRIEFING Stage set for strong Q4 GDP print despite slowdown in trade in Australia Government spending drives Q4 growth...
Research Briefing
RESEARCH BRIEFING Rates to move higher as inflation refuses to play ball in Australia Strong inflation and jobs data delay...
Research Briefing
Africa’s copper production is concentrated in the Central African Copperbelt, shared between the DRC and Zambia, and is the world’s...
Research Briefing
The macro implications of replacing US IEEPA tariffs with a global 15% tariff are minor at best, according to our...
Research Briefing
The past year has seen a reshaping of long-run risks, with rising trade uncertainty, threats of US isolationism, and accelerating...
Research Briefing
The story this year remains global divergence. We are above consensus with our forecasts for the US, China and some...
Research Briefing
Strong services growth and industrial specialisation are strengthening Birmingham’s economy, yet structural challenges remain—will the city be able to sustain...
Research Briefing
AI spending boosted US GDP by 0.4ppts in 2025 and we expect it to add a similar amount this year.
The Supreme court ruling on tariffs lowers the effective tariff rate down sharply. In this report, we discuss its implications.
米国を中心としたAI投資ブームはトランプ関税ショックを受けた世界経済の救世主となりましたが、その持続性を巡る懸念は高まっています。今後のAI普及ペースに加え、それが経済全体の生産性をどの程度高めるかについても大きな不確実性があります。 また、AIによる労働代替は雇用を脅かしているのではないのか、次期FRB議長に指名されたウォーシュ氏が重視するAIのディスインフレ効果は利下げを正当化するのかなど、AIとマクロ経済を巡る議論は盛り上がる一方です。米国を中心としたAI投資ブームはトランプ関税ショックを受けた世界経済の救世主となりましたが、その持続性を巡る懸念は高まっています。今後のAI普及ペースに加え、それが経済全体の生産性をどの程度高めるかについても大きな不確実性があります。
Research Briefing
Polish cities have been among the fastest-growing in Europe over the past 25 years, and we expect Warsaw—along with Kraków,...
Research Briefing
With net migration set to fall to its lowest level since 1997, the UK faces weaker growth and higher borrowing....
