Research Briefing
We project the distribution of long-term economic pain inflicted by Covid will be similar to humans in the sense that those with pre-existing conditions will end up suffering the most.
Research Briefing
We project the distribution of long-term economic pain inflicted by Covid will be similar to humans in the sense that those with pre-existing conditions will end up suffering the most.
Research Briefing
Based on the middle-income trap literature, we developed a long-term growth indicator that used 33 metrics to assess risks to...
Research Briefing
Our latest scenario analysis suggests that the global economy would falter in the event of an escalation of the Israel-Hamas...
Research Briefing
The office sector in Australia is facing several headwinds, including reduced demand from hybrid working arrangements, slowing economic and employment...
Consulting Report
This study, commissioned by the Motion Picture Association – Canada (MPA), focuses on the first season of the show, "The Last of...
Research Briefing
India appears the economy most like China as it is the only one that can match it in terms of...
The fight against inflation is well underway across the globe, with most central banks either approaching or having already reached...
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...