Consulting Report
The rail supply industry plays a critical role in keeping the nation’s freight and passenger rail networks operating, investing, and...
Consulting Report
The rail supply industry plays a critical role in keeping the nation’s freight and passenger rail networks operating, investing, and...
中東情勢の緊迫化は、需要とコストの両面から売上に影響を及ぼします。その深刻度は、原油・天然ガスへの依存度、各国の経済構造や金融・財政政策、さらには株価や為替の反応など産業ごとに大きく異なります。こうした影響を的確に捉えるには、複数の波及経路を考慮したマクロ経済的な視点が重要です。
Research Briefing
Canada's changing demographic dynamics have major implications at a subnational level.
In this study, Oxford Economics and Royal London assess how reforms to minimum default contributions affect pension adequacy and the...
The US warehousing sector has undergone a profound transformation, evolving from traditional storage sites into high‑throughput logistics hubs that handle...
Research Briefing
RESEARCH BRIEFING Wage growth should slow, but upside risks persist in Australia Labour shortages and strong demand continue to support...
Research Briefing
Our January PCE nowcast points to a slightly stronger monthly gain than seen in the CPI report, with headline PCE...
Research Briefing
A jobless expansion, the growing role of financial wealth, and the impact of fiscal policy will widen the bifurcation of...
Research Briefing
Strong services growth and industrial specialisation are strengthening Birmingham’s economy, yet structural challenges remain—will the city be able to sustain...
米国を中心としたAI投資ブームはトランプ関税ショックを受けた世界経済の救世主となりましたが、その持続性を巡る懸念は高まっています。今後のAI普及ペースに加え、それが経済全体の生産性をどの程度高めるかについても大きな不確実性があります。 また、AIによる労働代替は雇用を脅かしているのではないのか、次期FRB議長に指名されたウォーシュ氏が重視するAIのディスインフレ効果は利下げを正当化するのかなど、AIとマクロ経済を巡る議論は盛り上がる一方です。米国を中心としたAI投資ブームはトランプ関税ショックを受けた世界経済の救世主となりましたが、その持続性を巡る懸念は高まっています。今後のAI普及ペースに加え、それが経済全体の生産性をどの程度高めるかについても大きな不確実性があります。
Research Briefing
Polish cities have been among the fastest-growing in Europe over the past 25 years, and we expect Warsaw—along with Kraków,...
Research Briefing
With net migration set to fall to its lowest level since 1997, the UK faces weaker growth and higher borrowing....
Webinar
AI infrastructure spending has dominated U.S. industrial output, creating a split between tech-focused sectors and the rest of the economy....
Recent developments such as rising US isolationism and the AI investment boom could materially change long-term growth prospects. In this...
Despite recent turbulence, the world’s leading cities continue to unlock fresh growth: from the rapid buildout of advanced AI infrastructure...
Research Briefing
Midterm voters seem to form their opinion around the economy in the summer and fall. How the economy, and especially...
Research Briefing
AI is increasingly blamed for job losses, yet the data tells a more complex story. Are workers truly being replaced...
Consulting Report
This study, commissioned by the Motion Picture Association (MPA), examines the five-episode Polish Netflix original limited series "Heweliusz" and analyzes...
Research Briefing
Black and Hispanic households have experienced more inflation than other groups since the reopening of the economy from the pandemic...
Research Briefing
Over the next five years, India is set to be one of the fastest-growing major economies across Asia Pacific, lead...