Research Briefing
The spread between French and German government bonds has reached its highest level since the height of the eurozone sovereign...
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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.
Research Briefing
We think the environment of strong US demand coupled with still ample global liquidity, should be positive for US risk...
Research Briefing
Since we adopted greater protectionism in our November US forecast, the risks to our baseline have become more balanced. But...
Research Briefing
This Research Briefing presents two scenarios for Ghana’s December 7 general election, based on our assessment of the election manifestos...
Research Briefing
Most likely, 2025 could well be a year of slower growth and more stubborn inflation for Asia than most believe.
Research Briefing
The UK has several long-running structural problems to solve and there's much the new government needs to do.
Research Briefing
We estimate that the weight-loss drug industry will be worth $80bn-140bn annually by 2030, thanks to rising rates of obesity...