Research Briefing
Australia’s unemployment hit 4.5% in September, the highest in nearly four years. As inflation stays elevated, the RBA faces pressure...
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Research Briefing
Australia’s unemployment hit 4.5% in September, the highest in nearly four years. As inflation stays elevated, the RBA faces pressure...
Research Briefing
Leading cities like London, New York, and San Jose are thriving through technology, knowledge industries, and demographic advantages. As global...
Research Briefing
The new rare-earth controls from Beijing mark a pivot from raw material oversight to technological leverage.
Research Briefing
Australia's economy has strengthened in recent months. Alongside a rise in consumer confidence, household spending momentum has continued in July...
Research Briefing
We expect Nordic GDP growth to outperform the Eurozone in 2026, driven by expansionary fiscal policy and higher consumer spending....
The Budget on November 26 will be a key test of market confidence in the UK government's fiscal approach. If...
Research Briefing
Strong economic fundamentals support the Gulf Cooperation Council (GCC) consumer sector, likely leading to a structural outperformance over its advanced...
Research Briefing
A federal government shutdown is unlikely to shift forecasts for GDP, unemployment, or inflation but adds downside risks to near-term...
Research Briefing
Southern metros are set to see the greatest benefits from the reindustrialization agenda
Research Briefing
Research Briefing US States Feel the Heat of Inbound Travel Declines International visit declines and a fallout of Canadian arrivals continue for the...
Research Briefing
Despite revising our labour supply projections up, the Eurozone's rapidly ageing population will lead to a 6% decline in potential...
Research Briefing
Texas has emerged as the powerhouse of America’s economic southward shift, leading in job creation and high-value industries from tech...
Research Briefing
After falling into negative territory due to overly dovish market expectations, the stock-bond correlation is expected to return to positive...
We've brought forward the timing of the next Bank of Japan (BoJ) 25bps rate hike to December from next year...
Research Briefing
The abrupt fall of the French government today will increase pressure on President Emmanuel Macron to dissolve the National Assembly...
Research Briefing
Our supply-chain stress index eased in August as early shipping demand faded. However, a long government shutdown could disrupt cargo...
Research Briefing
Poor housing affordability is a long-term issue affecting the major cities across the Nordics. Residents of Stockholm, Helsinki, Oslo, and...
Research Briefing
Asia chip export index (CEI) showed a remarkable rise of 27.3% in value and 26.2% in volume year-on-year.
Research Briefing
The next Czech government will inherit a relatively fast-growing consumer-driven economy, but also a host of difficult medium-term challenges.
Research Briefing
In an echo of the '90s information and communications technology revolution, Europe lags the US when it comes to investment...