Research Briefing
The US/Israel-Iran conflict and the associated surge in energy prices have prompted us to revise our world GDP growth forecast...
Research Briefing
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Displaying 1 to 20 of 2233 results
Research Briefing
Commodity markets move fast, but traditional tracking misses the signals. Monthly forecasts uncover momentum and turning points. Discover the real...
Research Briefing
Artificial intelligence is rapidly spreading across Europe’s business landscape. In just two years, the proportion of firms deploying AI has...
Research Briefing
RESEARCH BRIEFING Trade balance continues to bounce lower in Australia Imports rise on data centre demand as Australia’s trade surplus...
Research Briefing
The chemicals and transport sectors are likely to be among the biggest losers from the Iran war, with Europe’s chemicals...
Research Briefing
Disruption to LNG flows through the Strait of Hormuz poses a bigger threat to Asia than higher oil prices, risking...
Research Briefing
Energy prices are pushing inflation higher in the UK and Eurozone, undermining the idea that central banks can simply look...
Research Briefing
RESEARCH BRIEFING Wage growth should slow, but upside risks persist in Australia Labour shortages and strong demand continue to support...
Research Briefing
Our January PCE nowcast points to a slightly stronger monthly gain than seen in the CPI report, with headline PCE...
Research Briefing
We estimate inbound arrivals to the Middle East could decline 11-27% y-y in 2026 as a result of the conflict.
Research Briefing
The oil market is well placed to manage the impact from Iran. We now assume oil supply is disrupted by...
Research Briefing
RESEARCH BRIEFING Stage set for strong Q4 GDP print despite slowdown in trade in Australia Government spending drives Q4 growth...
Research Briefing
The conflict in the Middle East will likely have significant implications for Gulf Cooperation Council (GCC) economies, with global spillovers...
Research Briefing
This conflict is larger and more intense than the 2025 12-Day War, with major implications for oil markets, global assets,...
Research Briefing
RESEARCH BRIEFING Rates to move higher as inflation refuses to play ball in Australia Strong inflation and jobs data delay...
Research Briefing
Tensions in Iran threaten global energy security through the risk of disruption in the Strait of Hormuz, the world’s most...
Research Briefing
RESEARCH BRIEFING Travel Spending in Cities Discover what visitors spend their travel budgets on using our newly added spending insights...
Research Briefing
The White House has pivoted to a new tariff authority to impose a 10% global duty, with the possibility of...
Research Briefing
A jobless expansion, the growing role of financial wealth, and the impact of fiscal policy will widen the bifurcation of...
Research Briefing
Africa’s copper production is concentrated in the Central African Copperbelt, shared between the DRC and Zambia, and is the world’s...
