Research Briefing
In 2024, US short-term rentals will add more incremental demand than hotels and cruises combined. Additionally, US-based cruises are set...
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Research Briefing
In 2024, US short-term rentals will add more incremental demand than hotels and cruises combined. Additionally, US-based cruises are set...
Research Briefing
A secular labour shortage will continue to raise wages and inflation in a sustainable and irreversible manner in Japan.
Research Briefing
The risks around the forecast for federal government employment are skewed to the downside because of the limited scope for...
Research Briefing
The 29th Conference of the Parties (COP29) concluded with the announcement of a new core climate finance target to assist...
Research Briefing
Trump's first term was marked by policies and pronouncements that strained international relations, including trade tariffs and a travel ban...
Research Briefing
January poses a triple threat to US imports
Research Briefing
The spread between French and German government bonds has reached its highest level since the height of the eurozone sovereign...
Research Briefing
We expect growth will pick up in 2025 in Sweden, Norway and Finland, with Denmark as the exception, where we...
Our latest global industry forecasts reflect the impact of a second Trump presidency on industrial sectors. The US industrial forecast...
Research Briefing
Canadian metros have seen rapid population growth over the last few years, but that is expected to come to a...
Research Briefing
Productivity gains from the use of Generative AI (GenAI) and other similar technological advancements are set to boost medium-term economic...
Research Briefing
Central and Eastern European economies are among the most exposed to the impact of Trump policies due to their large,...
Research Briefing
We think Australia's growth prospects are set to improve in 2025. Lower inflation will be supportive of the growth outlook,...
Research Briefing
After a year of transition in the commercial real estate cycle in 2024, we believe CRE is poised for a...
Research Briefing
After India's stunning economic performance in 2023 and the start of 2024, we believe the growth rate has now normalised...
Research Briefing
House prices are booming in Spain. A combination of strong demand and supply-side constraints has placed significant upward pressure on...
Research Briefing
Lower inflation will be supportive of Australia's growth outlook in 2025, although there is still only limited scope for policy...
Research Briefing
Blanket 25% tariffs on Canada threatened by US President-elect Donald Trump earlier this week would push Canada into a recession...
Research Briefing
The incoming Trump administration’s trade policies will have significant impacts on China’s sectoral outlook. There will be a small near-term...
Research Briefing
This year's 29th Conference of Parties (COP29) resulted in underwhelming outcomes.