Research Briefing
Our Watchlist 2025 unpacks the likelihood of a South African economic boom and Kenya falling off a fiscal cliff. We...
Research Briefing
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Displaying 1 to 20 of 2303 results
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
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...
