Research Briefing
There remains action on the policy front that has the potential to swing the medium to long-term outlook. In the lead-up to...
Research Briefing
There remains action on the policy front that has the potential to swing the medium to long-term outlook. In the lead-up to...
Research Briefing
We have revised up our forecast for long-term bond yields in several advanced economies - most notably in the US...
Research Briefing
We have downgraded our China construction forecasts over the medium to long term, with total construction work done forecast to...
Research Briefing
London's dominance of the UK's high value service sectors—information & communications and professional, technical, & scientific activities—is clear. But although...
Research Briefing
Following a year of subdued global growth in 2023, we think a further softening of economic conditions is likely next...
Research Briefing
The combined large shocks from years of regulatory uncertainty, the prolonged zero-Covid policy, and a housing correction have undermined China’s...
Research Briefing
While the economy has expanded throughout 2023, uncertainty remains high and we are not ready to remove a recession from...
Consulting Report
This report, commissioned by NCTA, shows that cable providers and cable programming providers had a significant impact on the U.S....
Research Briefing
Our growth outlook for Latin America is lower than the IMF's forecasts, published today. A key area of difference is...
Research Briefing
Global passenger vehicle production was heavily impacted by the pandemic. Major manufacturers' forecasts for demand were lowered substantially at the...
In our latest Roundtable, “Finding opportunities in a global downturn”, Javier Corominas, Director of Global Macro Strategy, examines why we...
Research Briefing
GDP growth in Europe's major cities will be modest in 2024, with nearly half seeing a slowdown from 2023. However,...
Research Briefing
Economic growth will generally remain subdued across major APAC cities in 2024. Nevertheless, we think that some cities will stand...
Research Briefing
Recent months have been tough for China and its major cities. While year-on-year growth rates picked up in Q2, they...
Research Briefing
China's weak economy and the mounting problems of the real estate sector have focused attention once again on the potential...
Research Briefing
Thailand economy will likely see a rebound over the remainder of the year, but over the medium term we think...
Research Briefing
Most metros have had steady GDP and job growth in 2023 but will start to see quarterly declines in Q4...
Research Briefing
Despite the importance of returns on private wealth for long-term investors – be they households, asset managers, or pension funds...
Research Briefing
The year ahead will be tough for Canadian metros, with a range of pressures imposed upon them. However, there are...
The United States and Europe are both set to fall into a shallow industrial recession this year, thanks to a...