Research Briefing
Office property continues to be challenged globally by structural changes to occupier demand. This has impacted vacancy rates and rents and trigged large falls...
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Research Briefing
Office property continues to be challenged globally by structural changes to occupier demand. This has impacted vacancy rates and rents and trigged large falls...
Research Briefing
The Federal government has changed tack on fiscal policy, signalling it will run a much easier stance of policy from...
Research Briefing
With the heighted policy uncertainty and volatility in the bond market, can the US sustain its economic edge in 2025?
Research Briefing
The Australian labour market has outperformed expectations over the past two years. From a very tight starting point, employment has...
Research Briefing
Our nowcast suggests October's headline and core PCE inflation will be at their fastest monthly pace in six months and...
Research Briefing
Our baseline forecast assumes that President-elect Trump won't increase tariffs on US imports from the UK. In fact, the main...
Research Briefing
We've kept our GDP growth forecasts unchanged at 1.1% for 2024 and 2.0% for 2025. We've seen some signs the...
Research Briefing
The government funded transportation infrastructure boom continues to support growth in engineering construction activity. Annual growth slowed to 6.4% over...
Research Briefing
Trade disruption, volatility in prices and a new policy mix will determine the winners and losers in 2025.
Research Briefing
US tariffs under a Trump presidency and a Republican-led Congress are a major concern for China. However, we expect additional...
Research Briefing
The election of Donald Trump will affect global construction activity through fiscal stimulus, curbed immigration, increased tariffs, and policy decisions.
Research Briefing
The results of the US election have prompted us to adopt our 'limited Trump' scenario as our baseline view for now. Broadly...
Research Briefing
We received many questions, including during our recent webinar, about the changes to the forecast following the election along with...
Research Briefing
We are cautiously optimistic about the medium-term outlook for the Nordic cities, and we expect them to continue to outperform...
Research Briefing
Housing affordability has dropped significantly over the last five years in every major metro as house prices soared and mortgage...
Research Briefing
Our sticker-shock model of the 2024 presidential election accurately predicted the winner of nearly all 50 states and the District...
Research Briefing
Increased spending to meet the needs of an ageing population jeopardises the sustainability of Europe's public pension systems, based on...
Research Briefing
Recently, Asian economies have looked to consolidate their fiscal balances as the need for counter-cyclical policy reduces.
Research Briefing
In response to the results of the US election we've adopted our 'limited Trump' scenario as our baseline view for...
Research Briefing
Another Trump presidency will increase US fiscal stimulus, curb immigration, and lead to new tariffs on China, Canada, Mexico, and...