Research Briefing
Market stability is affected by ongoing geopolitical tensions and fluctuating oil prices. Key economic indicators are on the horizon, influencing...
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Research Briefing
Market stability is affected by ongoing geopolitical tensions and fluctuating oil prices. Key economic indicators are on the horizon, influencing...
Research Briefing
Yields may rise as inflation and geopolitical tensions persist, despite any short-term relief
Research Briefing
Australia's budget position is set to improve by $71bn over four years as surging inflation and commodity prices boost government...
Research Briefing
Electricity demand is rising for industrial properties as automation, equipment electrification, and more complex functions are put to work inside...
Research Briefing
Demand is shifting toward high-quality, energy-efficient spaces, despite cost and policy constraints.
Research Briefing
Growth is concentrating in major metros, boosting spending but widening regional gaps.
Research Briefing
Explore how NGFS short-term climate scenarios could reshape industries, revealing sector vulnerabilities, and the impacts of physical and transition risks.
Research Briefing
Energy-driven supply shocks push Eurozone inflation higher, prompting expected ECB rate hikes despite weak demand.
Research Briefing
Treasury yields may steepen after Middle East tensions ease, but persistent inflation and structural pressures could keep long-term rates elevated.
Research Briefing
A Net Zero transition would reshape the industrial landscape. Growth is concentrated in sectors tied to electrification and critical minerals.
Research Briefing
The World Cup will deliver a temporary, sector-specific boost with minimal lasting economic impact.
The BoJ is edging toward another rate hike—but timing is everything. Inflation is rising, the yen is weakening, and global...
Research Briefing
AI adoption is likely to reinforce regional disparities, benefiting major cities while limiting gains in smaller and industrial regions.
Research Briefing
Spending on AI is currently the primary driver of incremental enterprise tech spend growth, with outlays rising rapidly to account...
Research Briefing
Warsh is in—but the real story is what comes next. Inflation is sticky, consumers are stretched, and the Fed may...
Research Briefing
Helium shortages are rattling chip supply chains—but with reserves and pricing power on their side, can chipmakers stay ahead of...
Research Briefing
We have raised our CPI forecast for Japan for this year and next, reflecting a revised profile for oil prices....
What happens to the UK economy if migration slows sharply? Growth, tax revenues, and pensions could all be at risk—but...
Research Briefing
Oxford Economics examines how a prolonged Iran war could disrupt oil supply, reshape global trade flows, pressure energy-dependent economies, and...
Research Briefing
The reopening of the Strait of Hormuz has eased oil market fears, pushing crude prices lower and offering potential relief...