Research Briefing
We forecast holiday retail sales to rise 4.2% in dollar terms and 2.2% in volume after adjusting for inflation. That...
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Research Briefing
We forecast holiday retail sales to rise 4.2% in dollar terms and 2.2% in volume after adjusting for inflation. That...
Research Briefing
The rate hikes we expect over the next few months are unlikely to derail Japan’s economy from its modest but...
Research Briefing
The US-Israel conflict with Iran has given European chemical producers their strongest Q2 in four years. Even so, the improvement...
Research Briefing
The 2026 local government elections in South Africa is expected to produce many hung councils and complex coalitions, reshaping the...
Research Briefing
Africa's oil refining landscape is undergoing significant changes, driven by recent geopolitical events and ambitious expansion plans. The closure of...
Research Briefing
Investment and expansion in professional services have propelled Asia’s major cities into the ranks of the world’s most influential economic...
Research Briefing
The UK housing market faces stagnation with low transactions and flat prices, while borrowers may see rising mortgage costs ahead....
Research Briefing
The global build-out of AI capacity is fuelling a trade boom in the goods needed to deliver it.
Research Briefing
El Niño’s impact on agricultural production raises concerns over food price inflation and economic stability across Africa, particularly in the...
Research Briefing
Since the start of September, we’ve lowered our world GDP growth forecast by 0.1ppt to 2.8%, leaving it at the...
Research Briefing
Explore how the Federal Reserve's policies and geopolitical tensions are shaping the economy, impacting interest rates and market vulnerabilities.
Research Briefing
The Czech Republic's economy faces challenges with stagnant productivity and demographic issues, despite some growth in specific sectors. Discover more...
Consumer spending showed unexpected strength in Q2, but challenges ahead may impact future growth. Explore insights on spending trends and...
Research Briefing
Explore the potential of Germany's industrial real estate sector, driven by growth in defence spending and e-commerce, amid challenges in...
We have kept our industrial production forecast for the Asia Pacific (APAC) region at 4.9% in 2026, while downgrading our...
We have kept our industrial production forecast for the Asia Pacific (APAC) region at 4.9% in 2026, while downgrading our...
Research Briefing
Student loan policy changes are set to impact borrowers' finances, affecting spending habits and introducing new repayment plans for assistance.
Research Briefing
The Federal Reserve's tilt toward a more hawkish stance under Governor Kevin Warsh has revived debate on "bullish rate hikes"....
Research Briefing
How close is the global bond market selloff to an end?
Research Briefing
Africa’s oil production is on the rise, with emerging producers shifting the landscape. Discover how local demand is changing the...