Research Briefing
The ICT sector has been a key engine of economic growth for European cities over the last 25 years.
Economic growth
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Research Briefing
The data released over the past week don't warrant changes to our latest baseline forecast for growth to improve this...
A 10% blanket tariff rising to 25% in June, coupled with tit-for-tat retaliation, would cause EU manufacturing value-added output to...
Research Briefing
We have upgraded our outlook for business investment and productivity in Japan following the December transition to 2020 as the...
Research Briefing
We expect economic growth to strengthen in the Gulf Cooperation Council region in 2026. In contrast, growth in Turkey will...
Research Briefing
Canada’s 2026 outlook hinges on USMCA renegotiation. If trade risks ease, the year could mark an inflection point for investment...
The Canadian economy avoided a technical recession in 2025 and only meagre advances are likely well into early 2026. Game-changing...
Our baseline expectation that most US tariffs on Canada and Mexico will be removed by mid-2026 with the USMCA’s renegotiation...
Despite recent turbulence, the world’s leading cities continue to unlock fresh growth: from the rapid buildout of advanced AI infrastructure...
In this blog, we discuss the implications of the US–Venezuela conflict for both countries’ economies, as well as for global...
We expect an above-consensus increase in US consumer spending growth next year, but the state of the consumer is increasingly...
Research Briefing
Trade restrictions, increasing competition in higher value-added industries, and elevated AI investment will push cities onto different growth paths.
Research Briefing
We forecast construction activity will rebound in 2026, underpinned by four key themes that will define the year.
Research Briefing
Even under our strong upside scenarios for oil and migrant return, Venezuela's GDP returns to just 50% below the 2013...
Research Briefing
Australia faces a series of tussles for 2026 – inflation versus the RBA, public versus private demand and homeowners versus...
Research Briefing
We're raising our forecast for light vehicle sales to 15.7mn next year to reflect improving affordability, the new-car loan interest...
Research Briefing
AI adoption and cloud demand are driving unprecedented data centre expansion. What risks and bottlenecks could slow the growth?
Research Briefing
Global trade will be caught in a tug-of-war between tariffs and AI, capping growth at 1.2% in 2026.
LatAm economies will lose momentum in 2026, but some will fare better.
Research Briefing
Europe’s cities are at a critical point, with population stagnation, weakened industrial competitiveness, and acute housing crises weighing heavily on...
