Research Briefing
Research Briefing European Retail City Index Which European City Centres Offer the Best Opportunities for Retailers?
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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...
Research Briefing
The potential damage to large swathes of industry in Mexico and Canada from blanket US tariffs could be devastating and...
Research Briefing
President Trump initiated a global trade war by announcing across-the-board tariffs on Canada, Mexico and China. This development came sooner...
Research Briefing
We expect the Spanish and Portuguese economies will continue to be clear outperformers within a struggling eurozone this year. Spain...
Research Briefing
After several years of rapid growth, we think Denmark's pharmaceutical sector has reached an inflection point and production will settle...
Research Briefing
The Australian build-to-rent (BTR) market continues to grow and mature.
Research Briefing
A number of recession warnings were flashing yellow and red last year, but the economy didn't falter and entered the...
Research Briefing
The Bank of Japan raised the policy rate by 0.25ppts to 0.5% at Friday's meeting, as we expected. We maintain...
Research Briefing
Potential US tariffs would be disruptive for the eurozone economy as a whole, but we think their inflationary impact is...
Research Briefing
Surveys are a staple of high-frequency economic indicators, but they have become less reliable in predicting hard economic data like...
Research Briefing
After falling behind the climate policy progress of other European nations, the transition to renewable energy sources has become increasingly...
Research Briefing
Start-of-the-year residual seasonality occurs because supplier and labor contracts are usually renegotiated in January, leading to an upward bias in...
Research Briefing
President Donald Trump signed a slew of executive orders related to immigration, trade, and the federal government workplace, but these...
Research Briefing
We think that valid concerns about the quality of data from the UK's Labour Force Survey (LFS) make it virtually...
Research Briefing
The impact from the wildfires in the Los Angeles area on the US labor market and GDP will be small,...
Research Briefing
Donald Trump's tariff threats for day one of his new presidency would have a heavy impact on the Mexican economy...
Research Briefing
We modelled two scenarios to examine how different tariffs from the US could influence Mexico and the wider Latin American...
Research Briefing
Global construction activity is forecast to rebound over 2025 as strength in the rest of the world offsets the ongoing...
Research Briefing
We're optimistic about GCC's outlook for 2025 as oil production gradually increases, providing a boost to the region's economies.