Research Briefing
We still think that the US economy is headed for a slowdown at the turn of the year. Three factors...
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...
Consulting Report
This 2023 report updates our 2020 research on the detection and prevention of financial crime, and it's cost to the...
Research Briefing
The failure of Silicon Valley Bank and other stresses in the global banking system have triggered a sharp repricing in...
Research Briefing
US authorities appear to have contained the fallout from the collapse of two regional banks – Silicon Valley Bank (SVB)...
Research Briefing
We expect the Philippines' 10-year government bond yield to trend down in 2023-2024, after rising continuously since Q3 2020.
Research Briefing
We forecast the Mexican peso will appreciate by 4.9% in 2023 to an average of 19.2/US$, up from 20.2/US$ last...
Research Briefing
The failure of two US banks caught financial markets by surprise but we believe the macroeconomic implications are minor and...