Research Briefing
Canada’s proposed “dollar-for-dollar” retaliatory tariffs on the US after the collapse of trade negotiations will further dampen economic growth.
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Research Briefing
Canada’s proposed “dollar-for-dollar” retaliatory tariffs on the US after the collapse of trade negotiations will further dampen economic growth.
The auto sector is facing significant challenges as US-Canada trade relations worsen, with the introduction of 50% tariffs on select...
Research Briefing
Explore the complex economic impact of AI on growth, labour productivity, and employment, with insights on varying scenarios.
Research Briefing
Treasury demand is evolving, with a notable shift towards more price-sensitive buyers amid changing market dynamics. While Treasury yields are...
Research Briefing
The current labor market is experiencing a delicate balance, characterized by weak hiring and a decline in job seekers. While...
Research Briefing
Inflation remains a pressing concern, with the PCE index showing only slight progress in July. Headline PCE inflation is expected...
Research Briefing
The US labour market is experiencing a significant slowdown, with the breakeven pace of monthly employment growth forecasted to decline...
Research Briefing
Japan’s Takaichi government approved a plan to cut the food consumption tax to 1% from 8% without resorting to debt...
Research Briefing
China’s low-cost AI models are narrowing the US AI moat, reshaping competition and raising questions over valuations, compute and the...
Research Briefing
The closure of the Strait of Hormuz has cost the global economy dearly. But Hormuz is one of around 30...
The Eurozone faces growth challenges due to a heatwave and drought, impacting industries and food prices, while wildfires have a...
Research Briefing
Equity rallies in Taiwan and South Korea haven't boosted household consumption, highlighting the disconnect between financial wealth and spending habits.
Research Briefing
President Hakainde Hichilema is confident of re-election when Zambia goes to the polls on Thursday, August 13. In the concurrent...
Research Briefing
Our forecasts for neodymium, praseodymium, dysprosium, and terbium indicate a steady but uneven rise in prices through 2035.
US-Japan coordinated FX intervention will likely have a longer lasting effect compared with past unilateral interventions but it still will...
Research Briefing
Our Africa Unpacked sessions give our lead economists and senior political analysts the opportunity to engage with your team and...
Research Briefing
The EU's Chips Act 2.0 may fall short in boosting local chip production, facing challenges like high costs and insufficient...
Research Briefing
RESEARCH BRIEFING Better-than-expected inflation figures ease pressure on RBA in Australia
Research Briefing
We expect a more drawn-out Middle East conflict, with a long-term reduction in the level of shipping through the Strait.
Research Briefing
Explore the complexities of devolution in the UK and its potential impact on regional growth and governance. Discover insights on...