Research Briefing
The new US tariffs add an additional layer of drag on Asian manufacturing activities. India will be one of the...
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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...
Research Briefing
The April increase in employers' national insurance contributions will weaken the UK labour market, increasing unemployment. Sectors with the greatest...
Research Briefing
The United States has introduced an additional 10% levy on Chinese imports as part of the opening round of the...
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...