Research Briefing
The European economy has endured a challenging year in 2025, but we expect Amsterdam to hold up relatively well.
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Research Briefing
The European economy has endured a challenging year in 2025, but we expect Amsterdam to hold up relatively well.
Research Briefing
Our analysis suggests that rising digital technology investment in the United States could significantly exceed consensus growth expectations for 2026.
Research Briefing
After years of volatility, commodity markets face renewed macroeconomic headwinds as slowing global growth and trade disruptions hit demand. Could...
Research Briefing
The federal shutdown that started on October 1st is on course to be one of the longest in years and...
Research Briefing
By 2035, we expect France’s public debt to approach 125% of GDP, up from 113% in 2024 and among the...
Research Briefing
Australia is poised to become a global leader in green hydrogen, leveraging renewables and innovation to unlock major export and...
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...