Bonds are under pressure from inflation and political instability, while equity markets show modest gains amid rising oil prices and...
Research Briefing
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Research Briefing
The Federal Reserve is considering a balance sheet reduction, facing challenges that could impact financial stability and funding markets.
Research Briefing
The reform agenda is ambitious, but surging inflation, rising interest rates, and a $28.3bn underlying cash deficit set a challenging...
Research Briefing
The data centre landscape in Europe is evolving, with a shift towards remote locations driven by demand for local facilities...
Research Briefing
April's inflation trends reveal significant shifts in energy prices and core goods, indicating a divergence between CPI and PCE. Discover...
Research Briefing
The US-Israel war with Iran reinforces a long-standing narrative but rewrites a few key chapters.
Research Briefing
AI spending is set to become the primary driver of incremental enterprise tech spend growth, rising from $340 billion in...
Research Briefing
Europe’s renovation market is set to gain momentum later in the decade, as ageing buildings, energy-efficiency pressures and the shift...
Research Briefing
Safety concerns dampen near-term travel, though future growth expectations hold firm in the Middle East.
Research Briefing
Market stability is affected by ongoing geopolitical tensions and fluctuating oil prices. Key economic indicators are on the horizon, influencing...
Research Briefing
Yields may rise as inflation and geopolitical tensions persist, despite any short-term relief
Research Briefing
Australia's budget position is set to improve by $71bn over four years as surging inflation and commodity prices boost government...
Research Briefing
Electricity demand is rising for industrial properties as automation, equipment electrification, and more complex functions are put to work inside...
Research Briefing
Demand is shifting toward high-quality, energy-efficient spaces, despite cost and policy constraints.
Research Briefing
Growth is concentrating in major metros, boosting spending but widening regional gaps.
Research Briefing
Explore how NGFS short-term climate scenarios could reshape industries, revealing sector vulnerabilities, and the impacts of physical and transition risks.
Research Briefing
Energy-driven supply shocks push Eurozone inflation higher, prompting expected ECB rate hikes despite weak demand.
Research Briefing
Treasury yields may steepen after Middle East tensions ease, but persistent inflation and structural pressures could keep long-term rates elevated.
Research Briefing
A Net Zero transition would reshape the industrial landscape. Growth is concentrated in sectors tied to electrification and critical minerals.
Research Briefing
The World Cup will deliver a temporary, sector-specific boost with minimal lasting economic impact.