Research Briefing
While Kevin Warsh, the Trump administration's nominee for Federal Reserve chair, was a more hawkish member of the Federal Open...
Macroeconomics
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Research Briefing
With net migration set to fall to its lowest level since 1997, the UK faces weaker growth and higher borrowing....
Recent developments such as rising US isolationism and the AI investment boom could materially change long-term growth prospects. In this...
Il contesto macroeconomico globale resta dominato da incertezza e volatilità. Tensioni geopolitiche, nuove minacce di dazi e l’accelerazione dell’intelligenza artificiale...
Five years of standout growth, a strong labour market, improved fiscal metrics, and vibrant financial markets suggest the 2020s could...
Research Briefing
News-based measures show a sharp rise in uncertainty in early 2026, driven by geopolitics and tariffs. But survey evidence and...
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...
We expect an above-consensus increase in US consumer spending growth next year, but the state of the consumer is increasingly...
Research Briefing
The US attack on Venezuela over the weekend dramatically increases uncertainty about the future of its political regime, but the...
The construction sector is entering a defining decade as growth in activity shifts towards non-traditional asset classes. Increasing construction costs,...
Momentum in the economy is building as inflation rears its head again – leaving the RBA in a sticky predicament....
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
From Seoul to Delhi and Shanghai, Asia’s urban centres are rapidly overtaking global rivals as living standards soar. What will...
Research Briefing
Our supply chain stress index moderated in September as import volumes continue to decline following front loading activity earlier this...
Wage growth held steady in Q3, reinforcing a still-tight labour market. But with conditions set to soften, we expect unemployment...
Research Briefing
Farm bankruptcies are rising, and the underlying pressures go well beyond this year's turbulence in US-China relations, pointing to structural...
Webinar GCC+Turkey: 5 themes for 2026: Refocusing on domestic priorities
Research Briefing
A recent agreement to lower tariffs on Chinese imports by 10 percentage points has nudged the US effective tariff rate...
