Research Briefing
Our nowcast of the US PCE deflators imply inflation is not falling as smoothly as we had anticipated. But it...
Research Briefing
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Displaying 1 to 20 of 2286 results
Research Briefing
We remain concerned about the potential fallout in Latin America from a second Trump presidency in areas other than a...
Research Briefing
Fears of a substantial escalation in the Middle East last week prompted the largest swing in the oil price in...
Research Briefing
We close out our tactical long position on gold that we re-opened in July 2024. Still, we remain bullish on...
Research Briefing
Asia has been at the forefront of the recent global AI frenzy. That partly reflects the region's importance in global...
Research Briefing
Labour markets are forecast to cool across the world's major cities this year, marking the end of the Covid-19 catchup...
Global overnight stays are forecast to rise 16% above 2019 levels in 2024, driven by an increase of 19% in...
Research Briefing
The external shocks to the economy have been diminished, thanks to the suspension of the dockworkers strike announced on Thursday...
Research Briefing
The unemployment rate is arguably the most important statistic the Federal Reserve tracks as it assesses the risks to the...
Research Briefing
Speak to our team Rhianne Clark Senior Vice President, APAC LinkedinProfile Ollie Spence Associate Director, Business Development, OE Australia LinkedinProfile...
Research Briefing
While recent data has come in close to guidance, with net overseas migration (NOM) estimated to total 485,000 for FY2024, the near-term outlook for overseas migration has softened.
Research Briefing
Australia's GDP growth was broadly in line with our expectations in Q2 at a meagre 0.2% q/q. The economy is...
Research Briefing
Stress among home loan borrowers has risen due to higher interest rates, broad cost-of-living pressures, and the gradual slackening of...
Research Briefing
Hurricane Helene will affect the labor market, consumer spending, housing, corporate profits, and industrial production, but the implications for Q4...
Research Briefing
Our baseline forecast is for some form of divided government that will not alter the current trajectory of industrial growth. If either side achieves a...
Research Briefing
Based on our analysis, most investors are likely to allocate heavily towards industrial and away from offices over the next...
Research Briefing
Current polling suggests Canadians are poised to vote in a Conservative majority government that would usher in a sea change...
Research Briefing
Stress among home loan borrowers has risen due to higher interest rates, broad cost-of-living pressures, and the gradual slackening of...
Research Briefing
Labour turnover is quickly rising among full-time workers in Japan, where long-term employment has been prevailing. Although a serious labour...
Research Briefing
The risk of higher trade tensions, and its subsequent implications on trade policy, is high. The upcoming US presidential election...
