Research Briefing
The debt limit was reinstated at $36tn on January 2, but it's not a hard deadline for Congress to act...
Research Briefing
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Displaying 1 to 20 of 2252 results
Research Briefing
In 2025, on average we expect cities in most regions, except China, will see GDP growth accelerate or maintain pace.
Research Briefing
Our probability of recession models are approaching their zero bound and are at their lowest levels in more than two...
Research Briefing
Travel demand will continue to grow in 2025, despite heightened uncertainty in key demand drivers and markets.
Research Briefing
Following prolonged weakness in 2022 and 2023, industrial growth is now regaining momentum.
Research Briefing
The Bank of Japan kept its policy rate at 0.25% at Thursday's meeting, as we expected. We believe that the...
Research Briefing
The aggregate economic impact of the recently finalised EU-Mercosur trade pact will be modest if it gets final approval.
Research Briefing
We've adopted our "limited Trump scenario" as our baseline forecast for Japan. We now assume that the US will impose...
Research Briefing
We believe the Czech Republic will move to the upper one-third of the fastest-growing EU economies in 2025-2026 after lagging...
Research Briefing
Our Watchlist 2025 unpacks the likelihood of a South African economic boom and Kenya falling off a fiscal cliff. We...
Research Briefing
Vietnam's economy has been the region's outperformer in 2024, with full-year growth likely at 6.7% y/y. In 2025, we think...
Research Briefing
The creation of the Department of Government Efficiency (DOGE), along with the incoming Treasury secretary's goal of halving the deficit...
Research Briefing
We now believe that the Bank of Japan will wait until January to hike the policy rate. We previously assumed...
Research Briefing
Slow economic growth will likely continue in Canada in 2025 as significant policy shocks threaten to reshape the landscape.
In the context of a Trump-fuelled boost for US and global GDP in 2025, four themes will be key for...
Research Briefing
We expect Trump's tariffs will reduce global trade values by more than 7% by 2030 compared to our pre-election forecasts.
Research Briefing
The commodity markets are poised for significant shifts influenced by geopolitical developments, economic policies and global demand dynamics in 2025.
Research Briefing
Deflationary risks are the biggest concern for Chinese economy in 2025.
Research Briefing
We expect the euro to stabilise against the dollar and trade around its current levels over the next year. Economic...
Research Briefing
The three major policy proposals planned for the second Trump administration—expansionary fiscal policy, lower immigration, and tariffs—will have mixed implications...
