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
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Displaying 1 to 20 of 2286 results
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.
We expect the impact of Trump policies will be a net positive for Japan. The boost from higher import demand...
Research Briefing
Alberta's population has grown rapidly over the last three years, driven by a surge in international migration.
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
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...
