Research Briefing
Household spending rose in June, driven by EOFY sales, but subdued per capita growth and labour market softness reinforce expectations...
Research Briefing
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Displaying 1 to 20 of 2280 results
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...
Research Briefing
Research Briefing Tariffs bite as August deadline looms Trade tensions escalate as new tariffs and policy uncertainty trigger sharp downturn...
Research Briefing
Africa has, once again, taken centre stage as countries vie for the top spot. The playing field has shifted slightly,...
Research Briefing
The budget reconciliation bill (OBBBA) ushers in significant cuts to the federal government's nutrition assistance program, or SNAP, that will...
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.
