Research Briefing
We've lowered our 2025 GDP growth forecast for Australia by 0.1ppt to 1.9% due to a weaker outlook for near-term...
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Research Briefing
We've lowered our 2025 GDP growth forecast for Australia by 0.1ppt to 1.9% due to a weaker outlook for near-term...
Research Briefing
We have revised our Eurozone labour market forecasts to incorporate the impact of US tariffs, and now expect employment growth to come to a near standstill this year. Although risks to the labour market are tilted to...
Research Briefing
Concerns that the Trump administration would abandon climate policies were confirmed within hours of returning to office.
Research Briefing
Global economic growth has been slowing during the past decade, especially when compared to the pre-2008 trend. This deceleration is...
Research Briefing
With US President Trump's persistent tariff threats, a US-Canada trade war now appears likely.
Research Briefing
The narrative surrounding policymaking and its near-term economic impact has shifted dramatically from the January to February baseline forecast.
Research Briefing
Related Services US Forecasting Service Access to short- and long-term analysis, scenarios and forecasts for the US economy. Find Out...
Research Briefing
Headline engineering construction work done rose 6.6% year-on-year to $34.4bn over the September 2024 quarter, driven by strong growth in...
Research Briefing
The UK is planning one of the largest fiscal consolidations of any advanced economy over the next two years. We...
Research Briefing
Our analysis of industry and trade structure between the US and Japan reveals the auto and non-electrical machinery sectors are...
Research Briefing
The more aggressive ramp up in tariffs caused us to lower, but not slash, our forecast for real consumer spending...
Research Briefing
Related Posts Downside risks for Asian industrial real estate markets The ‘liberation day’ tariffs have been postponed, but the existing...
Research Briefing
We have incorporated a 10% blanket tariff by the US and immediate retaliation by the EU in our forecast for...
Research Briefing
Our updated analysis shows that the risk of 'Japanification' – a lengthy period of low growth and low inflation or...
Research Briefing
Donald Trump's withdrawal from the Paris Agreement is a symbolic step back from global climate cooperation. However, we don't think...
Research Briefing
President Trump launched the first salvo in what will like turn into another global trade war. A 10% additional tariff...
Research Briefing
A blanket 25% tariff on Canadian imports to the US could have a significant impact on commodity prices, squeeze profit...
Research Briefing
US President Donald Trump's announcement of an additional 10% tariff on imports from China was in line with our baseline expectation. But the immediacy of implementation, the blanket style of tariffs, and the inclusion...
Research Briefing
Research Briefing European Retail City Index Which European City Centres Offer the Best Opportunities for Retailers?
Research Briefing
The Q4 CPI data provoked a sharp reaction in markets, with the probability of a cash rate cut in February...