Research Briefing
If the ceasefire negotiations between Israel and Iran break down, how likely is it that Iran will stop shipping through...
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
If the ceasefire negotiations between Israel and Iran break down, how likely is it that Iran will stop shipping through...
Research Briefing
Explore the 2025/26 Queensland Budget, focusing on public infrastructure, housing support for first home buyers, and key projects for the...
Research Briefing
Explore the new Monthly Household Spending Indicator (MHSI) in Australia, providing a comprehensive view of household spending patterns beyond traditional...
Research Briefing
For some governments, pressure from markets to set out clearer or more ambitious fiscal plans may build, posing a downside...
Research Briefing
Discover the key highlights of the 2025/26 NSW Budget, including extended land tax concessions for build-to-rent and funding for major...
Research Briefing
The EU plans a narrower, targeted response to US tariffs on goods, but stronger measures may follow amid rising trade...
Research Briefing
Discover how US-China trade tariffs are reshaping the construction industry. With rates soaring, find out how it affects costs for...
Research Briefing
We think the damage from US tariffs on Eurozone consumer spending will be relatively mild. This is crucial for the...
Research Briefing
We expect 10-year bund yields to increase towards 2.8% by late 2026, as the term premium remains around 1.1% and...
Research Briefing
Stay informed on multi-storey residential construction trends. Learn about policy impacts, regional differences, and the shift towards medium density housing.
Research Briefing
The Bank of Japan kept its policy rate at 0.5% and announced its exit plan from quantitative easing at Tuesday's...
Research Briefing
The One Big Beautiful Bill Act could boost GDP over the next two years, with new tariffs helping to steady...
Research Briefing
Explore the latest insights on Australia's economic forecast. Discover why growth has stalled and what the future holds for GDP...
Research Briefing
The reshoring of US manufacturing, a key Trump administration policy objective, seems likely to continue despite the uncertain future of...
Research Briefing
Explore the latest updates on US-China trade relations, including tariff changes and export forecasts. Stay informed on global trade trends...
Research Briefing
We believe the recent sell-off in the dollar and US assets stems from cyclical pressures linked to tariffs and market...
Research Briefing
For the first time this year, our global industrial production outlook for 2025 has been upgraded. However, we still anticipate...
Research Briefing
The report argues that enhancing project bankability should become a main policy priority as part of climate investment endeavors.
Research Briefing
Our revamped modelling shows that a recession is not imminent for the Eurozone and the big four despite the extreme...
Research Briefing
The newly announced travel ban is broader than the restrictions implemented during the first Trump administration; however, reduced travel from...