Research Briefing
The GCC is set for a strong economic recovery in 2027, with growth in key sectors and increased government spending...
Research Briefing
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Displaying 1 to 20 of 2358 results
Explore the outlook for the European economy in 2027, including investment trends, political shifts, and potential challenges ahead.
Research Briefing
We've treated Asia’s external strength with some caution this year. After all, gross trade and financial inflows have risen much...
Research Briefing
Wealth effects significantly influence consumer spending, with fluctuations in asset values shaping household financial behavior. As we look ahead, the...
The global economy has again proven remarkably resilient to a swathe of geopolitical shocks in 2026, and we can expect...
Research Briefing
Explore the challenges facing France's commercial real estate market, alongside emerging opportunities in tourism and retail sectors. Discover more insights.
Research Briefing
Is the “end of the global savings glut” story reflected in bond prices? Three different approaches to fair value for...
Research Briefing
We now expect the Bank of Japan (BoJ) will raise its policy rate in September and December this year and...
Research Briefing
Canada’s proposed “dollar-for-dollar” retaliatory tariffs on the US after the collapse of trade negotiations will further dampen economic growth.
The auto sector is facing significant challenges as US-Canada trade relations worsen, with the introduction of 50% tariffs on select...
Research Briefing
Explore the complex economic impact of AI on growth, labour productivity, and employment, with insights on varying scenarios.
Research Briefing
Treasury demand is evolving, with a notable shift towards more price-sensitive buyers amid changing market dynamics. While Treasury yields are...
Research Briefing
The current labor market is experiencing a delicate balance, characterized by weak hiring and a decline in job seekers. While...
Research Briefing
Inflation remains a pressing concern, with the PCE index showing only slight progress in July. Headline PCE inflation is expected...
Research Briefing
The US labour market is experiencing a significant slowdown, with the breakeven pace of monthly employment growth forecasted to decline...
Research Briefing
Japan’s Takaichi government approved a plan to cut the food consumption tax to 1% from 8% without resorting to debt...
Research Briefing
China’s low-cost AI models are narrowing the US AI moat, reshaping competition and raising questions over valuations, compute and the...
Research Briefing
The closure of the Strait of Hormuz has cost the global economy dearly. But Hormuz is one of around 30...
The Eurozone faces growth challenges due to a heatwave and drought, impacting industries and food prices, while wildfires have a...
Research Briefing
The renewed hostilities between the US and Iran suggest that a long-term reduction in shipping through the Strait of Hormuz...
