Research Briefing
Cuts to the Federal government workforce, which we estimate to be 200,000 in 2025, will have a modest impact nationally,...
Research Briefing
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Displaying 1 to 20 of 2346 results
Research Briefing
We've lowered our GDP growth forecast for the US, Canada and Mexico, reflecting our assumption of more aggressive US tariff...
Research Briefing
Tariffs typically result in a one-off rise in the level of prices.
Research Briefing
Trade tensions between the EU and the US are escalating. Aggressive protectionist policies have been a key instrument for Trump...
Research Briefing
Tariffs don't have to be imposed to wreak economic harm – threats are enough. So the recent flurry of announcements...
New geopolitical realities have forced the likely next German coalition of the CDU and SPD into agreeing to a massive...
Research Briefing
A North American trade war unfolded in dramatic fashion this week.
Research Briefing
As consumer sentiment deteriorated, concerns about the outlook for consumer spending increased. While there's a statistically significant relationship between sentiment...
Inbound tourism to APAC is poised for continued strong growth, with international travel volumes projected to surpass 2019 levels in...
Research Briefing
The resilience of consumption is essential to support sustained wage-driven inflation and the Bank of Japan's rate hikes. We see...
Research Briefing
On March 4, President Trump placed 25% blanket tariffs on Canada and Mexico, except Canadian energy products that would be...
Research Briefing
A ceasefire between Ukraine and Russia would provide a modest boost to EU economies, mainly due to higher military spending...
Research Briefing
The nominal goods trade deficit was at its widest in January, signaling businesses had front-loaded goods shipments ahead of new...
Research Briefing
The Federal Reserve's policy strategy review is likely to codify what officials are already doing in practice – regular inflation...
Research Briefing
Rate cuts by the European Central Bank over the course of 2025 may not boost growth to the same degree...
Research Briefing
We previously identified four core megatrends – demographics, technology, institutions, and globalisation – as the key drivers shaping the long-term outlook.
Research Briefing
Research Briefing Trade war scenario threatens US travel sector International travel to the US is expected to decline.
Research Briefing
We will revise the forecast for federal employment significantly lower this year, and in subsequent years, because of the announced...
Research Briefing
Prime Minister Sir Kier Starmer has pledged to increase the UK's defence spending to 2.5% of GDP by 2027, following...
Research Briefing
First-quarter GDP is tracking weakly at 1% annualized, but we think a lot of the swings in the data are...
