Research Briefing
India has benefited from US trade rerouting away from China since 2018, albeit to a much lesser extent than some...
Research Briefing
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Displaying 1 to 20 of 2286 results
Research Briefing
Fertility rates have been declining globally over the past few decades, and Australia has followed suit. After a small 'baby bump' during...
Research Briefing
The broad shape of the UK Budget was largely as expected, but the scale of the increases in current spending,...
Research Briefing
The ruling Liberal Democratic party and its partner Komeito lost their majority in Japan's lower house elections on Sunday, which...
Research Briefing
Inflation is the foremost issue voters are concerned about, and how it is perceived will determine the election.
Research Briefing
European industry is still in the midst of an almost two-year recession, but we believe that the end is increasingly...
Research Briefing
Our probability of recession models showed marked improvement in September, reversing much of the recent rise. Against this backdrop, our...
Research Briefing
Our Global Relative Return Index (RRI) is unchanged from six months ago at 52.7 for 2025, signalling that we are...
Research Briefing
We expect growth across the Nordic economies to pick up in the near term, with quarterly growth in Sweden and...
Research Briefing
Hopes of a consumer spending recovery becoming the driving engine of eurozone growth in 2024 have not materialised. Private consumption...
Research Briefing
Through a period of higher but stable interest rates and cost of living pressures, the combined capital city (CCC) median...
Research Briefing
Our forecast is for solid growth in consumer spending over the next few years, but that is largely attributed to...
Research Briefing
Treasuries have stumbled since the Federal Open Market Committee's aggressive 50bp rate cut in September, but our baseline longer-term outlook...
Research Briefing
China's economy looks to have entered a marked downturn. Cyclical trends in China are always tricky to assess given the...
Research Briefing
We still see the presidential election as a coin flip, but our updated scenarios suggest that upside risks to our...
Research Briefing
Our sentiment data, developed with Penta, suggests that labour market conditions have loosened and pay growth has slowed abruptly through...
Research Briefing
Our analysis suggests that while a Harris presidency, assuming Democratic control of Congress, would have a minor positive impact on...
Research Briefing
Vacancy in the Melbourne CBD continued to track higher during H1 2024, increasing to 18.0%, reflecting the persistent contraction in...
Research Briefing
The spotlight focused on this week’s consumer price report to see if it raises more questions about the Fed’s decision...
Research Briefing
We are significantly raising our forecasts for consumer spending growth over the next few years. We expect real consumption growth...
