Research Briefing
Our analysis of industry and trade structure between the US and Japan reveals the auto and non-electrical machinery sectors are...
Research Briefing
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Displaying 1 to 20 of 2303 results
Research Briefing
The more aggressive ramp up in tariffs caused us to lower, but not slash, our forecast for real consumer spending...
Research Briefing
Related Posts Downside risks for Asian industrial real estate markets The ‘liberation day’ tariffs have been postponed, but the existing...
Research Briefing
We have incorporated a 10% blanket tariff by the US and immediate retaliation by the EU in our forecast for...
Research Briefing
Our updated analysis shows that the risk of 'Japanification' – a lengthy period of low growth and low inflation or...
Research Briefing
Donald Trump's withdrawal from the Paris Agreement is a symbolic step back from global climate cooperation. However, we don't think...
Research Briefing
President Trump launched the first salvo in what will like turn into another global trade war. A 10% additional tariff...
Research Briefing
A blanket 25% tariff on Canadian imports to the US could have a significant impact on commodity prices, squeeze profit...
Research Briefing
US President Donald Trump's announcement of an additional 10% tariff on imports from China was in line with our baseline expectation. But the immediacy of implementation, the blanket style of tariffs, and the inclusion...
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...
