Research Briefing
The latest US-China tariff deal suggests less of a drag on the economy through the rest of this year.
Research Briefing
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Displaying 1 to 20 of 2360 results
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...
Research Briefing
We have produced an interim Global Construction Forecast update to reflect the fast-changing trade environment.
Research Briefing
We have produced an interim Global Construction Forecast update to reflect the fast-changing trade environment.
Research Briefing
With more variable renewable energy (VRE), we expect electricity prices to rise in the short term.
Research Briefing
Anthony Albanese has decidedly won a second term as Prime Minister, with the Labor party set to form a majority...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at Thursday's meeting. Considering the significant downgrading of growth and...
Research Briefing
Our new suite of sentiment indices show global CRE sentiment has deteriorated significantly this year.
Research Briefing
The significant escalation in US tariffs since early April is set to generate a shallow recession in global industry, though...
Research Briefing
We appear to be witnessing the beginning of a new global economic and market paradigm. We expect five key trends...
Research Briefing
Electronics, electricals, motor vehicles, pharmaceuticals and machinery are most exposed globally to US-imposed tariffs.
Research Briefing
Residential real estate commencements (floor area) are expected to pick up over 2025. However, activity will remain at structurally lower...
Research Briefing
We have downgraded our forecasts for Australia due to the major disruptions to the global economy caused by changes to...
Research Briefing
Most commodity price forecasts are cut due to tariffs except for gold and battery metals, which show resilience amid global...
Research Briefing
Trade tensions between the US and China have continued to ratchet-up over the last week. While the exemptions to technology...
Research Briefing
We've cut our GDP growth forecasts for Japan by 0.2ppts to 0.8% in 2025 and by 0.4ppts to 0.2% in...
