Research Briefing
The abrupt fall of the French government today will increase pressure on President Emmanuel Macron to dissolve the National Assembly...
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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...
Research Briefing
We believe that the current AI hype in financial markets will only be justified if companies can adopt AI quickly...
Research Briefing
Diverging fortunes across age and income groups reveal both resilience and fragility in the US consumer outlook.
Research Briefing
Australia’s population is expected to continue steadily increasing, particularly in key cities like Sydney, Melbourne, Perth and Brisbane.
Research Briefing
Tariffs won’t have huge impacts at a global level, although there may be big losers at a sectoral and firm...
Research Briefing
The US is leading the world in AI-driven investment, fuelling growth far ahead of other advanced economies. But with tariffs...
Research Briefing
Geopolitical tensions are escalating as US-China trade policy shifts from tariffs to sanctions. Our research highlights global supply-chain risks, with...
The winner of the Czech parliamentary election in October is all but certain to be the populist ANO, which has...
Research Briefing
In most US metros, a 1% GDP fall lowers capital returns on property by 1.4%-2%.
Research Briefing
The near-term surge in inventory growth increases the risk of additional strain on space market fundamentals in certain metros.
Research Briefing
At its monetary policy meeting on Friday, the Bank of Japan (BoJ) unexpectedly announced it would start to sell its...
Research Briefing
Research Briefing High uncertainty means a cautious the Bank of Japan
Research Briefing
Software investment in Japan has risen sharply since the late 2010s, outpacing investment overall. We expect this high rate of...
Research Briefing
Regions such as the South and West will bear the brunt of the drag on consumer spending.
Research Briefing
Asia’s growth outperformance this year has been buoyed by frontloaded US orders and strong global demand for technology goods. However,...