Research Briefing
The recent banking sector turmoil could trigger a chain reaction of events that plunges the global economy into recession. However,...
Research Briefing
The recent banking sector turmoil could trigger a chain reaction of events that plunges the global economy into recession. However,...
Research Briefing
The sharp fall in our US business cycle indicator in February signalled the economy lost momentum midway through Q1.
Research Briefing
Once pent-up demand from post-lockdown fades, we think that Asian economies will settle at lower GDP growth and higher inflation than our pre-pandemic forecasts. This means nominal interest rates are also likely to stay high in 2023-2024.
Research Briefing
We do not expect French pension reform protests to have a lasting impact on the economy, as the likely small...
Research Briefing
Shortages have supported a wave of inventory rebuilding in the US this past year. But with inventories now above normal...
The late December announcement of China’s intention to re-open its borders for travel took the international community by surprise, with...
Consulting Report
Small businesses in the UK continued to make a sizeable contribution to the UK economy in 2022, despite facing new...
Research Briefing
The failure of Silicon Valley Bank and other stresses in the global banking system have triggered a sharp repricing in...
Research Briefing
While recent economic developments support the notion that economies aren't heading into a major economic downturn, a global recession remains...
Research Briefing
We think the collapse of Silicon Valley Bank (SVB) will be contained and is not a sign of systemic risks...
Research Briefing
Last week's liquidation of Silvergate Capital and the collapse of Silicon Valley Bank (SVB) have raised questions about the risks...
Consulting Report
Investment incentives are set to fall in the UK • In April 2023, the Corporation Tax rate is set to...
Canada’s housing market is in the midst of an historic correction. Home prices are already down about 15% from early...
Aside from Malaysia's BNM meeting and a host of CPI data this week, the closely-watched "Two Sessions" political event will be held in China, trade data from China...
Research Briefing
We've created a real-time indicator – the US Business Cycle Indicator (BCI) – to assess the health of economic activity....
Research Briefing
Export volumes of Asian goods are tumbling at a pace not seen since the onset of the pandemic in 2020. The pandemic slump proved short-lived, but we think the current plunge in exports has further...
Research Briefing
Tokyo is easily the largest Asia Pacific city by GDP, but the big four Chinese cities are catching up. We...
Research Briefing
The UK badly needs a strategy to improve potential economic growth and for the government to make it a central...
Research Briefing
We estimate that reforms to France's pension system proposed by the government would increase the labour force by 1.4%, lifting...
Research Briefing
A cautious 2023 budget amid the need to stabilize government finances post pandemic means that fiscal policy won't be able...