Research Briefing
The fate of global oil prices hangs on Russia. Sanctions, rerouted exports, and a potential ceasefire could drive Brent and...
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Research Briefing
The fate of global oil prices hangs on Russia. Sanctions, rerouted exports, and a potential ceasefire could drive Brent and...
Research Briefing
Understand the complexities of Ukrainian reconstruction. Learn how the conflict's outcome shapes recovery scenarios, timelines, and the necessary investment for...
Research Briefing
Delve into the state of construction productivity in Australia. Understand the factors affecting growth and how innovation can transform the...
Research Briefing
After years of labour productivity stagnation, leaders are calling for urgent action to revive Australia productivity growth. The upcoming national...
Research Briefing
Australia’s productivity has stagnated due to weak business investment, declining dynamism, slower technological payoffs, and a meek appetite for economic reform.
Research Briefing
The reversal of tariff-related front-loading pressures continues to offer relief to our supply-chain stress index.
Research Briefing
Australia’s student migration slowed in FY2025 as higher fees, testing standards, and provider caps took effect. While net overseas migration...
Research Briefing
Explore July's labour market update: unemployment dips to 4.2%, showing stability despite economic challenges. Learn how these trends may impact...
Research Briefing
Millions are expected to lose coverage due to new eligibility rules and the expiration of premium subsidies.
Research Briefing
US tariff rates are climbing to levels not seen since the 1930s, with world trade expected to decline and inflation...
Research Briefing
Explore Australia's goods trade dynamics, with rising exports and falling imports. Learn how global demand impacts the trade balance and...
Research Briefing
We still expect the Bank of England to cut Bank Rate by 25bps again in November, despite August's unexpectedly tight...
Research Briefing
The US economy has slowed and become bifurcated across consumers, the business environment and the labor market.
Research Briefing
China is unlikely to achieve full chip self-sufficiency any time soon because of high technological hurdles in producing advanced manufacturing...
Research Briefing
The latest US tariffs are reshaping global trade patterns, hitting some cities harder than others. From Germany’s auto hubs to...
Research Briefing
Household spending rose in June, driven by EOFY sales, but subdued per capita growth and labour market softness reinforce expectations...
Research Briefing
The US economy will enjoy rising demand in 2026 and 2027, boosted by the recent deficit financed federal tax and...
Research Briefing
Trump’s latest tariffs favour Australia and Singapore with unchanged 10% rates, while Brazil faces a sharp 50% hike. India, Vietnam,...
Research Briefing
Demographic shifts are reshaping the global economy, with ageing populations and declining fertility slowing labour supply and growth. Some regions...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at its July meeting. We continue to think the BoJ...