Research Briefing
President Trump's recent tariff announcements, and the global response, have meant a fast-changing policy landscape with significant effects on our...
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Research Briefing
President Trump's recent tariff announcements, and the global response, have meant a fast-changing policy landscape with significant effects on our...
Europe's major city economies, on average, are fairly well-insulated. However, within this group there are still some notable variations.
Research Briefing
We have trimmed our all-property capital growth forecast to 1.5% pa over 2025-2026. The industrial property sector is set to...
Research Briefing
Given the unique nature of the hike in US tariffs, the size of these supply and demand shocks and the...
Research Briefing
There are no absolute winners in a trade war, but some will fare relatively better than others.
Research Briefing
We expect GDP growth in both the US and world economy to slow sharply due to the tariff hikes, but...
Research Briefing
Cities and regions where we expect the largest downgrades to GDP growth over 2025–2026 are those with higher concentrations of economic...
Research Briefing
The 'liberation day' tariffs have been postponed, but the existing tariffs and those likely forthcoming present significant downside risks for...
Research Briefing
Despite the recent appreciation, our The flurry of tariff announcements by the US government over recent weeks have impacted on...
Research Briefing
The increase in tariffs announced so far will add more than 10ppts to the cost of business equipment in the...
Research Briefing
Housing will be a key battleground in May's Federal Election, with both the incumbent Labor Government (ALP) and the Coalition...
Research Briefing
The sectors most exposed to mass deportations are construction, agriculture, parts of manufacturing and several service sectors.
Research Briefing
Research Briefing Australia Faces Election risk, but migration stabilisation on track
Research Briefing
Research Briefing Inbound Travel to US in Steep Decline March 2025 data reveals the US is poised to experience a...
Research Briefing
Following last October's election, a second review into 2032 Brisbane Olympics venues was undertaken. The Crisafulli government has now revealed...
Research Briefing
Despite the recent appreciation, our forecast still sees a weaker euro versus the US dollar compared to our pre-US election...
Research Briefing
If the full April 2 tariffs are implemented alongside the additional 125% China tariff, this would push the US into...
Research Briefing
The imposition of larger-than-expected tariffs on US imports will lead us to cut our UK growth forecast. Our new baseline...
Research Briefing
The Trump administration's imposition of a blanket 20% tariff on EU imports, in addition to the wide-ranging tariff increases imposed...
Research Briefing
Our initial estimates of the direct impact from the US decision to raise tariffs on imports from the EU and...