Research Briefing
We don't plan material changes to our Eurozone baseline forecast of 1.1% GDP growth this year and 0.8% in 2026...
Explore our economic briefings, providing key insights into market trends and economic developments. Download the full reports for comprehensive data and detailed analysis to help you stay ahead in a changing economy.
Research Briefing
We don't plan material changes to our Eurozone baseline forecast of 1.1% GDP growth this year and 0.8% in 2026...
Research Briefing
CBD office markets in Australia face high vacancy rates, but a supply shortage is expected to drive a strong rent...
Research Briefing
Tariffs are rising and USMCA protections are slipping away, leaving machinery and US automotive sectors exposed. Here's why these industries...
Research Briefing
We now expect a shallow recession in capital spending for the G7 lasting three quarters from 2025 Q2 to 2025...
Research Briefing
High-tech goods, pharma, and aerospace will be among the fastest growing segments over the next decade.
Research Briefing
The Bank of England's Monetary Policy Committee has delivered 100bps of rate cuts since its easing cycle began in August...
Research Briefing
Uncertainty’s adverse impact on investment takes time to materialise, but our leading indicator of investment orders shows it is coming.
Research Briefing
We estimate that the US's effective tariff rate on Japanese products is around 17%, in line with our baseline assumption....
Research Briefing
Research Briefing US Inbound Travel Arrivals: 2025 Halfway Mark The forecasted 8.2% decline in annual international arrivals solidifies as headwinds...
Research Briefing
The ruling Liberal Democratic party (LDP) and its partner Komeito lost their majority in Japan's upper house elections on July...
Research Briefing
Amid the continued decline in working-age population, we expect Japan's knowledge-intensive manufacturing sectors will likely outperform other sectors. Machinery, automotive,...
Research Briefing
A 30% tariff would send the Eurozone economy to the edge of recession, with growth stagnating over the coming quarters.
Research Briefing
We think it's likely that high and broad-based tariffs are here to stay because, of all the purported goals of...
Research Briefing
Tariff policies, rising geopolitical tensions and unprecedented uncertainty are putting pressure on cities and regions across the world.
Research Briefing
Rising US tariffs, a 50% copper duty, crackdowns on Asian transshipment, and renewed Red Sea conflict are piling pressure on...
Research Briefing
Additional US tariffs have led us to downgrade our short-term outlook for the German economy, with this impact mostly concentrated...
Research Briefing
Our Global Economic Model simulations suggest that a permanent 40ppt tariff hike on US imports from Brazil would have limited...
Research Briefing
A tiered-tariff system effectively blurs the distinctions between goods made in China and those rerouted via regional supply chains, weakening...
Research Briefing
South Africa's Government of National Unity (GNU) has struggled over the one year of its existence, largely because of the...
Research Briefing
The July baseline forecast will fully adopt the Republican tax-and-spending bill, which is poised to become law by the July...