Research Briefing
A string of positive high-frequency data and an upside surprise in the flash GDP estimate for Q4 2022 have prompted...
Research Briefing
A string of positive high-frequency data and an upside surprise in the flash GDP estimate for Q4 2022 have prompted...
Research Briefing
The powerful earthquakes that hit Turkey and Syria on February 6 have caused a human tragedy; at the time of writing, over 11000 people have been...
Research Briefing
Although it still faces promising growth from the continued investment in new semiconductor facilities, Phoenix growth slowed somewhat in 2022.
Research Briefing
Our Policy Impact Model (PIM) helps to measure the potential impact of intervention and can help local authorities and their...
Research Briefing
We now incorporate a faster recovery from the post-Covid exit wave and raise our 2023 full-year GDP growth forecast to...
Research Briefing
The IMF's calendar-year forecast for global GDP growth in 2023 to slow only marginally amounts to an assessment that the...
Research Briefing
The earlier and faster than expected ending of zero-Covid restrictions in China bodes well for the global economy and adds to the recent run...
Research Briefing
We expect the UK economy to be in recession in 2023, with GDP forecast to contract by 0.7% in the...
Research Briefing
France has dodged soaring price pressures better than its eurozone peers, but we think its inflation will fall more slowly.
Research Briefing
In this new quarterly Research Briefing series, we answer the top five questions we've recently received from clients.
Our baseline economic outlook now assumes a mild US recession beginning in the second quarter of 2023. Despite recent moderation,...
Research Briefing
Though our baseline forecast this year is a shallow global recession in the first half of the year the uncertainty...
Research Briefing
The latest Beige Book revealed an economy that on balance was treading water heading into 2023.
Research Briefing
China is confronting the impact of a profound demographic shift on labour force growth and the economy, after official data...
Research Briefing
While China's sooner-than-expected reopening has led some to pencil in a more robust rebound in 2023, we are more cautious....
Research Briefing
Black Friday sales are becoming a larger part of the retail landscape. In recent years, consumers are increasingly delaying purchases...
Consulting Report
As each year passes, the climate emergency facing the planet becomes ever more alarming. But this trajectory is increasingly being...
Research Briefing
Since the pandemic, our view of the medium-term outlook has shifted to become more pessimistic on inflation and equity market...
Research Briefing
Bengaluru's and Hyderabad’s economies will most likely continue to outperform their Asia Pacific and Indian peers in terms of growth...
Research Briefing
Bengaluru's and Hyderabad’s economies will most likely continue to outperform their Asia Pacific and Indian peers in terms of growth...