The Bank of Japan (BoJ) raised its policy rate from 0.75% to 1% on June 16 despite the uncertainty around...
Research Briefing
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Research Briefing
The recent US-Iran agreement aims to stabilize oil markets, but uncertainties and regional tensions may slow progress in shipping through...
Research Briefing
Inflation pressures are rising due to energy costs and supply shortages. Discover how these trends may impact the economy and...
Research Briefing
Explore the shift to Bretton Woods 3.0, as China adapts its economic strategies amid global changes and rising geopolitical uncertainties.
European defence spending is increasing, but challenges like import reliance and capacity constraints limit its economic impact. Explore the details.
Research Briefing
Our Africa Unpacked sessions give our lead economists and senior political analysts the opportunity to engage with your team and...
Research Briefing
Manchester’s growth has outstripped all its UK peers in recent years. However, weak income growth and high housing costs pose...
Research Briefing
North Africa is becoming key to Europe's energy transition, offering opportunities in renewables and green hydrogen amid the shift from...
Research Briefing
Looking ahead, we are expecting pump demand to expand by 2.6% in 2026 to stand at US$62.5 billion.
Research Briefing
We’ve raised our end-2026 10-year Japanese government bond (JGB) yield forecast to 2.8% from 2.5%. The prospect of higher inflation...
Research Briefing
Despite the continued uncertainty around the Middle East conflict, we now expect the Bank of Japan (BoJ) to raise its...
Research Briefing
The new tariff regime is shaping trade dynamics, with key countries facing varying rates. Investigations into labour practices may lead...
Research Briefing
The Middle East conflict is affecting global energy prices and Asia's industrial production, with challenges for exports and opportunities in...
Research Briefing
The UK's fiscal challenges are deepening, with high debt and political instability threatening economic stability. Explore the full report for...
Research Briefing
Data centres are evolving rapidly, driven by AI demand. Discover the challenges and opportunities shaping this dynamic investment landscape.
Research Briefing
Migration is a core channel through which demographic forces shape an economy’s performance in the long run.
Research Briefing
The global investment growth trend is still weak, with G7 capital spending expected to rise just 2% this year.
It’s not the breadth of AI adoption that matters, but how it’s being used.
Research Briefing
Our proprietary Asia Chip Export Index surged in March, by 80.7% y/y in value and by 28.3% y/y in volume....
Research Briefing
Fertiliser prices are set to rise significantly, impacting farmers globally, especially in developing countries. Discover the full implications for agriculture.