Research Briefing
The nominal goods trade deficit was at its widest in January, signaling businesses had front-loaded goods shipments ahead of new...
Research Briefing
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Displaying 1 to 20 of 2294 results
Research Briefing
The Federal Reserve's policy strategy review is likely to codify what officials are already doing in practice – regular inflation...
Research Briefing
Rate cuts by the European Central Bank over the course of 2025 may not boost growth to the same degree...
Research Briefing
We previously identified four core megatrends – demographics, technology, institutions, and globalisation – as the key drivers shaping the long-term outlook.
Research Briefing
Research Briefing Trade war scenario threatens US travel sector International travel to the US is expected to decline.
Research Briefing
We will revise the forecast for federal employment significantly lower this year, and in subsequent years, because of the announced...
Research Briefing
Prime Minister Sir Kier Starmer has pledged to increase the UK's defence spending to 2.5% of GDP by 2027, following...
Research Briefing
First-quarter GDP is tracking weakly at 1% annualized, but we think a lot of the swings in the data are...
Research Briefing
Blanket 10% tariffs on EU exports to the US, now part of our baseline, will have a significant but uneven...
Research Briefing
After a surge of activity during the Covid-19 years, growth in life science-related industries has slowed considerably and we expect...
Research Briefing
For many households, tax refunds represent the biggest cash-flow event of the year. It's early, but we think this will...
Research Briefing
The new US tariffs add an additional layer of drag on Asian manufacturing activities. India will be one of the...
Research Briefing
We think the immediate tariffs on China will have spillovers to some other Asian economies, while the threat of reciprocal...
Research Briefing
We see little evidence that inflation will take a significant turn for the worse, which suggests that the risks of...
Research Briefing
The risks to our participation rate forecast are numerous and largely weighted to the downside, implying unemployment could fall further.
Research Briefing
Despite the recent uptick in wholesale electricity prices, we expect to see industrial electricity prices in Europe fall slightly through...
Rising wage costs have been increasingly squeezing the already low profitability of small firms in Japan, thereby raising concerns about...
Research Briefing
US President Donald Trump has announced or threatened a range of fresh tariffs in recent weeks. While we expect the...
Research Briefing
European pharmaceuticals, machinery, and high-tech goods are heavily exported to the US, making them vulnerable to across-the-board US tariffs. However,...
Research Briefing
The impact of AI is highly visible in some segments of the economy but barely seen in others, leaving the...
