Research Briefing
Hopes of a consumer spending recovery becoming the driving engine of eurozone growth in 2024 have not materialised. Private consumption...
Economic growth
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Displaying 1 to 20 of 1402 results
Consulting Report
The Burden of Unpredictable Excise Taxes & High Inflation on Beer Producers & Consumers in South Africa
Research Briefing
Our forecast is for solid growth in consumer spending over the next few years, but that is largely attributed to...
Consulting Report
This report presents an assessment of international spirits’ contribution to the Hong Kong economy. It explores how rebalancing the tax...
Research Briefing
China's economy looks to have entered a marked downturn. Cyclical trends in China are always tricky to assess given the...
Research Briefing
We still see the presidential election as a coin flip, but our updated scenarios suggest that upside risks to our...
Research Briefing
Our analysis suggests that while a Harris presidency, assuming Democratic control of Congress, would have a minor positive impact on...
Research Briefing
We are significantly raising our forecasts for consumer spending growth over the next few years. We expect real consumption growth...
Research Briefing
Labour markets are forecast to cool across the world's major cities this year, marking the end of the Covid-19 catchup...
Research Briefing
The unemployment rate is arguably the most important statistic the Federal Reserve tracks as it assesses the risks to the...
While our short-term outlook for the global economy has largely remained steady over the past quarter, the balance of risks...
Research Briefing
Our baseline forecast is for some form of divided government that will not alter the current trajectory of industrial growth. If either side achieves a...
Research Briefing
Current polling suggests Canadians are poised to vote in a Conservative majority government that would usher in a sea change...
Research Briefing
The risk of higher trade tensions, and its subsequent implications on trade policy, is high. The upcoming US presidential election...
Research Briefing
We expect stronger activity in the eurozone in 2025, but growth will remain lacklustre as the consumer recovery lacks momentum....
Europe’s industrial recession continues to take its toll: the EU's industrial output expected to shrink by 0.7% in 2024, a...
Research Briefing
Lacklustre eurozone growth momentum looks unlikely to meaningfully pick up before the end of the year. Our GDP nowcasting models...
Research Briefing
Recession alarm bells should sound a bit muted with an encouraging employment report, solid gains in retail sales, and a...
Research Briefing
The UK grew at an above-trend pace in H1 2024, but we don't expect this to be sustained over the...
Research Briefing
Four themes have dictated Asia's macroeconomic outlook over the summer and are likely to continue to exert an influence over...
