Research Briefing
Our sticker-shock model of the 2024 presidential election accurately predicted the winner of nearly all 50 states and the District...
Research Briefing
Explore our economic briefings, providing key insights into market trends and economic developments. Download the full reports for comprehensive data and detailed analysis to help you stay ahead in a changing economy.
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Displaying 1 to 20 of 2257 results
Research Briefing
Increased spending to meet the needs of an ageing population jeopardises the sustainability of Europe's public pension systems, based on...
Research Briefing
Recently, Asian economies have looked to consolidate their fiscal balances as the need for counter-cyclical policy reduces.
Research Briefing
In response to the results of the US election we've adopted our 'limited Trump' scenario as our baseline view for...
Research Briefing
Another Trump presidency will increase US fiscal stimulus, curb immigration, and lead to new tariffs on China, Canada, Mexico, and...
Research Briefing
Following the outcome of the US elections, we have adopted our 'limited Trump' scenario as our new baseline forecast. Our...
Research Briefing
Amid the fast-progressing electric vehicle (EV) shift, maintaining high competitiveness in auto-related sectors and ensuring a smooth labour transition across...
Research Briefing
We think improving profitability and falling interest rates will underpin a gradual pickup in UK business investment. But this follows...
Research Briefing
Australia’s major metropolitan office markets are at the tail end of a major phase of supply that started in FY20 and will run...
Research Briefing
The Bank of Japan's decision to maintain the policy rate at 0.25% today surprised no-one. Although the quarterly outlook report...
Research Briefing
Following Wednesday's UK Budget, gilt yields have risen sharply as financial markets appear concerned over the scale of the extra...
Research Briefing
India has benefited from US trade rerouting away from China since 2018, albeit to a much lesser extent than some...
Research Briefing
Fertility rates have been declining globally over the past few decades, and Australia has followed suit. After a small 'baby bump' during...
Research Briefing
The broad shape of the UK Budget was largely as expected, but the scale of the increases in current spending,...
Research Briefing
The ruling Liberal Democratic party and its partner Komeito lost their majority in Japan's lower house elections on Sunday, which...
Research Briefing
Inflation is the foremost issue voters are concerned about, and how it is perceived will determine the election.
Research Briefing
European industry is still in the midst of an almost two-year recession, but we believe that the end is increasingly...
Research Briefing
Our probability of recession models showed marked improvement in September, reversing much of the recent rise. Against this backdrop, our...
Research Briefing
Our Global Relative Return Index (RRI) is unchanged from six months ago at 52.7 for 2025, signalling that we are...
Research Briefing
We expect growth across the Nordic economies to pick up in the near term, with quarterly growth in Sweden and...
