Research Briefing
We expect the Gulf Cooperation Council (GCC) economies to enter recession in the first half of this year as the...
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Research Briefing
We expect the Gulf Cooperation Council (GCC) economies to enter recession in the first half of this year as the...
Research Briefing
Higher oil prices may lift short-term inflation expectations, but long-term expectations remain anchored near the Fed’s 2% target. This limits...
Research Briefing
Global trade faces mixed forces, with tariff easing supporting growth while Middle East conflict poses downside risks.
Research Briefing
The disruption in oil prices due to the Iran conflict will have a disproportionate impact on low-income households, as they...
Research Briefing
We now expect world GDP growth of 2.6% this year, down from our forecast of 3.0% in February.
Research Briefing
We have substantially upgraded our oil price forecasts, expecting Brent to average $114 per barrel in Q2.
Research Briefing
The Iran conflict's economic fallout shouldn't curb Eurozone consumer spending much, but the impact could linger.
Research Briefing
Hungary’s election is set to reshape the political landscape, with the opposition expected to win most seats. While this could...
Research Briefing
Latin America’s cities are entering a new phase of growth, shaped by rising incomes, demographics, and shifting policy—which cities will...
Research Briefing
RESEARCH BRIEFING Shipping in for the long haul of Middle East conflict Uneven trade disruptions emerge as energy spikes immediately...
Research Briefing
Canada's changing demographic dynamics have major implications at a subnational level.
Research Briefing
War in the Middle East and the shutdown of Qatari LNG exports have effectively removed roughly 20% of global LNG...
Research Briefing
We revised our forecast for consumer spending down in the second March baseline, released Friday, to reflect higher oil prices,...
Research Briefing
The UK's Plan 2 graduate loan is pushing younger workers into high repayment rates at a time when disposable income...
Research Briefing
Our PCE nowcast estimates that the year-over-year headline PCE will hold steady at 2.8%, while core PCE will inch lower...
Research Briefing
A dystopian future of AI-driven mass job destruction and workers vying for a shrinking pool of low-skilled roles is improbable,...
Research Briefing
RESEARCH BRIEFING The Iran War’s Ripple Effects on Global Travel Transit The Iran War is affecting global travel flows, disrupting...
Research Briefing
Rising oil and gas prices expose economies to shocks. Could expanding renewable energy be the key to stability?
Research Briefing
EU supply chains remain highly exposed to external risks. In the past six years, the bloc hasn't materially reduced its...
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.75% at its March meeting. We now project the central...