Research Briefing
US equities dipped into correction territory last week and we see the risk of more downside in the near term, as valuations remain expensive...
Financial markets
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Displaying 1 to 20 of 621 results
Research Briefing
We expect eurozone inflation will fall below the European Central Bank's target in H2 2024. This is one of our...
Research Briefing
We see the recent increase in term premia as explainable by the ongoing retreat of price insensitive foreign buyers, structurally...
Research Briefing
The People’s Bank of China has leaned against persistent renminbi weakness by consistently fixing the currency on the stronger side in recent months. Amid this heavy currency intervention, however, we don’t think there’s...
Research Briefing
Our growth outlook for Latin America is lower than the IMF's forecasts, published today. A key area of difference is...
In our latest Roundtable, “Finding opportunities in a global downturn”, Javier Corominas, Director of Global Macro Strategy, examines why we...
Research Briefing
We still think that the US economy is headed for a slowdown at the turn of the year. Three factors...
Research Briefing
Recession risk has become a hot topic in Australia with GDP growth slowing to just 0.2% q/q in Q1, and...
Consulting Report
New tax operating models in the last five years delivered value to businesses, our survey shows. The next five years...
Research Briefing
Our estimates suggest that the surge in aggregate bank profitability may continue in the near term, but the outlook remains...
Research Briefing
Our in-house financial conditions index reveals that while overall conditions are tight compared to pre-pandemic levels, Asia's financial conditions have been improving thanks to central banks' pause in rate hikes,...
Research Briefing
We think that eurozone and US REIT prices will rise in H2 as inflation falls and interest rates peak. In...
Research Briefing
Businesses are increasingly hoping for early policy rate cuts to counter the potential fallout from banking system strains. Compared with...
Research Briefing
Global economic prospects remain relatively subdued. While we have revised up our expectations for global growth this year given the...
After stalling in Q4, the Canadian economy likely grew modestly in Q1. Labour markets have also shown impressive resilience, with...
Consulting Report
Oxford Economics and Red Hat surveyed executives at financial institutions internationally to discover how they are using technology to expand...
Even without a steep drop in prices, the downturn in South Korea’s property sector is a source of worry given...
Research Briefing
There are four ways Treasury can avoid a near-term default on any of its obligations: Democrats and Republicans reach a...
Research Briefing
The IMF's forecast still looks too optimistic over the next 2 years in our view. The impact of bank funding...
Research Briefing
Concerns are growing that tightening financial conditions will push the US economy into recession and affect other G7 economies as...
