Research Briefing
A sharp escalation in the US–Israel war on Iran has triggered a major shock across global energy and travel markets.
Research Briefing
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Displaying 1 to 20 of 2293 results
Research Briefing
A year after our “world of self-interest” thesis, we examine how global economic policy, trade, and markets have evolved and...
Research Briefing
Refined fuel shortages are tightening Asia’s transport capacity, raising costs, and disrupting supply chains—from aviation to manufacturing. With inflation pressures...
Research Briefing
Rising energy prices are set to lift US PCE inflation to its highest level since 2023, with further pressure expected...
US tariff pressures are easing as metals and pharmaceutical measures prove less severe than expected, with key exemptions and policy...
Research Briefing
Private credit risks are rising, but limited spillovers and lower leverage reduce the threat to broader financial stability.
Research Briefing
Oil prices are pulling back, but inflation pressures and weakening demand are starting to build. Is this just temporary relief,...
Research Briefing
RESEARCH BRIEFING Travel Industry Monitor: Q1 2026 A quarterly online survey capturing industry sentiment on tourism trends and travel outlook.
Research Briefing
Asia and Mexico see stronger electronics export growth from US AI data centre investment, with spillovers concentrated in key tech...
Treasury yields declined and risk sentiment improved as ceasefire hopes lifted markets, but uncertainty around Iran talks persists. Can this...
Research Briefing
RESEARCH BRIEFING Global Cruise Surge Fueled by Value & Destinations Cruising has grown rapidly, driven by rising travel demand, unique...
Research Briefing
APAC’s interventionist government measures are imposing macroeconomic costs that markets may be underestimating.
Research Briefing
We expect enterprise technology spending in the Americas to grow 6.5% in 2026 in US$ terms, and 5.9% in real...
Research Briefing
A prolonged closure of the Strait of Hormuz could send shockwaves through global industry, but which sectors and regions are...
Research Briefing
Supply chains are under more strain as fuel and shipping costs rise and key chip materials become harder to source—but...
Research Briefing
Disruptions in the Strait of Hormuz and escalating Iran tensions are driving inflation and downside growth risks in Australia.
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...
