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
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.
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Displaying 1 to 20 of 2257 results
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...
Research Briefing
We have cut our long-term trade forecasts for the EU considerably due to escalating global trade tensions.
Research Briefing
NATO's commitment to spend 5% of GDP annually on defence by 2035 is broadly in line with the change to...
Research Briefing
We expect UK employment will dip slightly in the second half of this year, as job cuts in lowerpaid parts...
Research Briefing
The German finance ministry's draft budget for 2025 and updated medium-term fiscal plan show the government is embarking on a...
Research Briefing
Our scenario analysis reveals a partial shutdown of the Strait of Hormuz by Iran would push the Japanese economy into...
Research Briefing
The net immigration into the US has slowed more abruptly than anticipated in the early days of Trump's second presidency....
Research Briefing
Cotton prices are forecast to remain weak in 2024 due to strong global supply and sluggish demand, weighed down by...
Research Briefing
If the ceasefire negotiations between Israel and Iran break down, how likely is it that Iran will stop shipping through...
Research Briefing
Explore the 2025/26 Queensland Budget, focusing on public infrastructure, housing support for first home buyers, and key projects for the...
Research Briefing
Explore the new Monthly Household Spending Indicator (MHSI) in Australia, providing a comprehensive view of household spending patterns beyond traditional...
Research Briefing
For some governments, pressure from markets to set out clearer or more ambitious fiscal plans may build, posing a downside...
Research Briefing
Discover the key highlights of the 2025/26 NSW Budget, including extended land tax concessions for build-to-rent and funding for major...
Research Briefing
The EU plans a narrower, targeted response to US tariffs on goods, but stronger measures may follow amid rising trade...
Research Briefing
Discover how US-China trade tariffs are reshaping the construction industry. With rates soaring, find out how it affects costs for...
Research Briefing
We think the damage from US tariffs on Eurozone consumer spending will be relatively mild. This is crucial for the...
