Research Briefing
The global economic outlook has deteriorated, with downside risks threatening global real estate.
Financial markets
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Displaying 1 to 20 of 647 results
Research Briefing
We think the outlook for traditional winter sales in the eurozone is subdued this year and any boost won't be...
Research Briefing
Policy divergence will continue to be a key theme in global FI markets in 2023. Whereas we pencil in a...
Research Briefing
Despite the recent deterioration in the UK housing market, we think the doomsday scenario set out in the Bank of...
Research Briefing
South Africa's detailed JET IP unveiled at COP27 offers a model for other carbon-intensive developing countries to follow. Although the...
Research Briefing
The precipitous decline of the Yen to record fresh lows (and briefly above 150 last month) coupled with a dramatic...
Research Briefing
The CNB again left the policy rate unchanged at 7% at the November meeting, staying put for the third consecutive...
Research Briefing
The BoE raised Bank Rate by 75bps to 3% at its November meeting, in line with our expectations and market...
Research Briefing
To no one's surprise, the FOMC raised interest rates by 75bps for a fourth consecutive meeting, lifting the target range...
Research Briefing
Central banks around the world are raising interest rates and shrinking balance sheets, but financial conditions are not under enough...
Research Briefing
Revisions to personal income and spending data suggest US households accumulated a smaller stock of excess savings and have depleted...
TradePrism is the most comprehensive forecasting service for trade. Offering 1200 product-level forecasts of trade between 46 major economies, and...
Research Briefing
Soaring debt costs across advanced economies threaten to push commercial real estate markets into distress. DM REITs are likely to...
Research Briefing
With Liz Truss's agenda of tax cuts and supply-side reforms dead before it had even begun, her resignation as UK...
Research Briefing
The new UK Chancellor's decision to reverse almost all September's mini-Budget tax cuts plus action to limit the cost of...
BoE governor Andrew Bailey's insistence that emergency support will end on Friday is an unsustainable position that we expect to...
Research Briefing
The National Bank of Poland (NBP) kept its policy rate unchanged at 6.75% yesterday, undershooting consensus and our expectation of...
Research Briefing
The pieces are almost in place for a high conviction OW on Asian local currency debt, but not quite. Indeed, we maintain a...
Research Briefing
As far as markets are concerned, the Fed's expected path of short term rates, peaking at 4.4% early next year,...
Research Briefing
Ecuador is no longer on track towards meeting the criteria imposed on it by the IMF to keep its US$6.4bn...
