Research Briefing
The AI boom continues to grow and is now among the largest of the tech-related booms over the past two...
Explore our economic briefings, providing key insights into market trends and economic developments. Download the full reports for comprehensive data and detailed analysis to help you stay ahead in a changing economy.
Research Briefing
The AI boom continues to grow and is now among the largest of the tech-related booms over the past two...
Research Briefing
Tariffs on Canadian auto imports could threaten US jobs and GDP, especially in key states. Discover the broader impact on...
Research Briefing
Economic forecasts are shifting due to rising inflation and geopolitical tensions, impacting consumer spending and investment. Discover more insights.
Research Briefing
Higher bond yields, inflation, and oil prices are raising the cost of trade.
Research Briefing
Saudi Arabia's economy faces challenges with oil export reductions and GDP contraction, but foreign reserves may help stabilize the currency....
Research Briefing
Discover how the anticipated AI boom will drive growth across various sectors, enhancing productivity and investment opportunities for the future.
Escalating oil supply disruptions in the Middle East are reshaping economic forecasts and prompting central banks to reconsider their strategies.
Research Briefing
The Bank of Japan raised its policy rate to 1.25%from 1% today. We expect the BoJ will hike again in...
Research Briefing
Discover the latest trends in the labour market, highlighting job growth diversification and the impact of AI on various sectors....
Research Briefing
We model two scenarios that bookend the EU's defence spending outlook – a rapid push for self-sufficiency and a pullback...
Research Briefing
PCE inflation remains steady amid rising oil prices, with signs of moderation in housing and healthcare costs. Explore the latest...
Research Briefing
The GCC is set for a strong economic recovery in 2027, with growth in key sectors and increased government spending...
Explore the outlook for the European economy in 2027, including investment trends, political shifts, and potential challenges ahead.
Research Briefing
We've treated Asia’s external strength with some caution this year. After all, gross trade and financial inflows have risen much...
Research Briefing
The recent rise in interest rates is challenging Japan’s real estate investment. We expect the Bank of Japan to raise...
Research Briefing
Wealth effects significantly influence consumer spending, with fluctuations in asset values shaping household financial behavior. As we look ahead, the...
The global economy has again proven remarkably resilient to a swathe of geopolitical shocks in 2026, and we can expect...
Research Briefing
Explore the challenges facing France's commercial real estate market, alongside emerging opportunities in tourism and retail sectors. Discover more insights.
Research Briefing
Is the “end of the global savings glut” story reflected in bond prices? Three different approaches to fair value for...
Research Briefing
We now expect the Bank of Japan (BoJ) will raise its policy rate in September and December this year and...