Research Briefing
Higher unemployment among recent US graduates is driven by structural shifts in tech hiring and AI displacement. Labor force participation...
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Research Briefing
Higher unemployment among recent US graduates is driven by structural shifts in tech hiring and AI displacement. Labor force participation...
Research Briefing
The Eurozone's recession risks remain elevated—possibly higher than those in the US—as its economic expansion is more fragile.
Research Briefing
The scale of the US tariffs announced on April 2 suggests the economic impact on the Eurozone will be swift....
Research Briefing
Our sentiment data-based nowcast, developed with Penta, suggests UK employment growth has continued to slow in recent months.
Research Briefing
House Republicans have narrowly passed a reconciliation bill aligned with President Trump's economic goals, including short-term tax cuts and cost...
Research Briefing
The 2025/26 Victorian Budget offers little to change the near-term outlook for construction activity, as high debt levels constrain the...
Research Briefing
Research Briefing Negative Outlook for US Inbound Travel Hasn’t Budged Various headwinds continue to fuel declines in inbound travel to...
Research Briefing
The end of student loan forbearance is expected to have minimal effect on consumer spending, though delinquencies and credit score...
Research Briefing
Our proprietary Eurozone Supply Stress Indicator shows that supply stress is still low, even after the US tariff announcement on...
Research Briefing
Australian CBD office property capital values have taken a battering since mid-2022, falling by an average 18% for prime assets. In...
Research Briefing
We expect the peak economic drag for China from the exogenous demand shock generated by higher tariffs to occur in...
Research Briefing
Saturday's Federal Election decisively delivered a second term for the Albanese government, clearing up the policy outlook.
Research Briefing
GDP growth likely to be revised up but will remain weaker than assumed prior to Liberation Day.
Research Briefing
Japan's industries, which are exposed more to international demand than to tepid domestic demand, are often concentrated in certain cities....
Research Briefing
The latest US-China tariff deal suggests less of a drag on the economy through the rest of this year.
Research Briefing
Headline engineering construction work done rose 4.7% year-on-year to $36.5bn over the December 2024 quarter, driven by strong growth in...
Research Briefing
We will not change our US forecasts based on the latest US-UK deal and what it signals for future agreements.
Research Briefing
The worst-case US tariff scenario sees significantly weaker growth than in our baseline, but the upsides to growth for many...
Research Briefing
The impact of President Donald Trump's trade war is more visible in some data than others. While tariffs had their...
Research Briefing
We recently created a heatmap of daily and weekly data to gauge how the US economy is fairing in real...