Research Briefing
We expect 10-year bund yields to increase towards 2.8% by late 2026, as the term premium remains around 1.1% and...
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Research Briefing
We expect 10-year bund yields to increase towards 2.8% by late 2026, as the term premium remains around 1.1% and...
Research Briefing
Stay informed on multi-storey residential construction trends. Learn about policy impacts, regional differences, and the shift towards medium density housing.
Research Briefing
The Bank of Japan kept its policy rate at 0.5% and announced its exit plan from quantitative easing at Tuesday's...
Research Briefing
The One Big Beautiful Bill Act could boost GDP over the next two years, with new tariffs helping to steady...
Research Briefing
Explore the latest insights on Australia's economic forecast. Discover why growth has stalled and what the future holds for GDP...
Research Briefing
The reshoring of US manufacturing, a key Trump administration policy objective, seems likely to continue despite the uncertain future of...
Research Briefing
Explore the latest updates on US-China trade relations, including tariff changes and export forecasts. Stay informed on global trade trends...
Research Briefing
We believe the recent sell-off in the dollar and US assets stems from cyclical pressures linked to tariffs and market...
Research Briefing
For the first time this year, our global industrial production outlook for 2025 has been upgraded. However, we still anticipate...
Research Briefing
The report argues that enhancing project bankability should become a main policy priority as part of climate investment endeavors.
Research Briefing
Our revamped modelling shows that a recession is not imminent for the Eurozone and the big four despite the extreme...
Research Briefing
The newly announced travel ban is broader than the restrictions implemented during the first Trump administration; however, reduced travel from...
Research Briefing
We expect Japan's fiscal outlook to deteriorate due to weak economic growth and pressure on the government to implement fiscal...
Research Briefing
Discover how Australia's inflation eased in Q1 2025, driven by lower tradable inflation and global oil price declines. Stay informed...
Research Briefing
During the recently concluded three-day Dragon Boat Festival in China, domestic tourism spending reached CNY42.7bn ($5.9bn), with a total of...
Research Briefing
Stay informed on South Australia's construction outlook for 2025/26. Learn about potential impacts of the upcoming election on housing funding...
Research Briefing
Discover how the recent Court ruling on Trump's tariffs affects global trade dynamics. Learn about potential administration strategies and our...
Research Briefing
The rise in bond yields reflects fiscal concerns, higher risk premia, shifting investor preferences, and idiosyncratic factors.
Research Briefing
A recent court ruling challenges key tariffs from the Trump administration, sparking uncertainty in US trade policy. As legal battles...
Research Briefing
Fed officials remain cautious amid rising inflation and ongoing policy uncertainty. The latest FOMC meeting highlights the challenges facing the...