Research Briefing
The aggregate economic impact of the recently finalised EU-Mercosur trade pact will be modest if it gets final approval.
Research Briefing
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Displaying 1 to 20 of 2286 results
Research Briefing
We've adopted our "limited Trump scenario" as our baseline forecast for Japan. We now assume that the US will impose...
Research Briefing
We believe the Czech Republic will move to the upper one-third of the fastest-growing EU economies in 2025-2026 after lagging...
Research Briefing
Our Watchlist 2025 unpacks the likelihood of a South African economic boom and Kenya falling off a fiscal cliff. We...
Research Briefing
Vietnam's economy has been the region's outperformer in 2024, with full-year growth likely at 6.7% y/y. In 2025, we think...
Research Briefing
The creation of the Department of Government Efficiency (DOGE), along with the incoming Treasury secretary's goal of halving the deficit...
Research Briefing
We now believe that the Bank of Japan will wait until January to hike the policy rate. We previously assumed...
Research Briefing
Slow economic growth will likely continue in Canada in 2025 as significant policy shocks threaten to reshape the landscape.
In the context of a Trump-fuelled boost for US and global GDP in 2025, four themes will be key for...
Research Briefing
We expect Trump's tariffs will reduce global trade values by more than 7% by 2030 compared to our pre-election forecasts.
Research Briefing
The commodity markets are poised for significant shifts influenced by geopolitical developments, economic policies and global demand dynamics in 2025.
Research Briefing
Deflationary risks are the biggest concern for Chinese economy in 2025.
Research Briefing
We expect the euro to stabilise against the dollar and trade around its current levels over the next year. Economic...
Research Briefing
The three major policy proposals planned for the second Trump administration—expansionary fiscal policy, lower immigration, and tariffs—will have mixed implications...
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
