Research Briefing
At its monetary policy meeting on Friday, the Bank of Japan (BoJ) unexpectedly announced it would start to sell its...
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Research Briefing
At its monetary policy meeting on Friday, the Bank of Japan (BoJ) unexpectedly announced it would start to sell its...
Research Briefing
Research Briefing High uncertainty means a cautious the Bank of Japan
Research Briefing
Software investment in Japan has risen sharply since the late 2010s, outpacing investment overall. We expect this high rate of...
Research Briefing
Regions such as the South and West will bear the brunt of the drag on consumer spending.
Research Briefing
Asia’s growth outperformance this year has been buoyed by frontloaded US orders and strong global demand for technology goods. However,...
Research Briefing
The Eurozone economy has held up against geopolitical challenges but faces lacklustre growth in the near term, with global demand...
Research Briefing
House prices are continuing their descent across China’s cities, signalling the country’s ongoing property market downturn still has distance left...
Research Briefing
We believe the huge increase in foreign workers in Japan will prove unsustainable, despite the considerable labour shortages across various...
US tariffs and global trade tensions will slow growth across Latin America in 2026. Which countries will remain resilient despite...
Research Briefing
We expect the US economy to slow in 2026 but sidestep recession, with AI investment providing key support. How will...
Research Briefing
France's fragile coalition government looks set to lose a confidence vote scheduled on September 8. Consequently, Prime Minister François Bayrou's...
Research Briefing
We exploring the European Union's bold initiative to tackle deforestation through the European Union Deforestation Regulation (EUDR).
Research Briefing
The build-to-rent sector is back in growth mode, with unit starts rising 24% in FY2025, a strong pipeline ahead, and...
Research Briefing
The US has seen short-term gains from higher tariffs, with markets steady and growth holding up. But investment weakness, rising...
Research Briefing
Universities in the UK face a funding crisis, and their financial position will have major implications for local economies.
Research Briefing
In 2026, we anticipate global industrial value-added output to grow just 1.9%, the slowest pace of growth since the global...
Research Briefing
China’s latest “anti-involution” campaign, aimed at curbing excessive price competition, falls well short of the kind of meaningful supply-side reform...
Research Briefing
Net immigration trends and labor market implications
Research Briefing
Oxford Economics’ Global Economic Model assesses the NGFS ‘Sudden Wake-Up Call’ scenario. Results show inflation spiking within a year, global...
Research Briefing
Early insights into US tariffs and their impact on Canadian goods