Research Briefing
The smaller-than-anticipated gain in July and the rise in the unemployment rate will give the perception that the Federal Reserve...
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Research Briefing
The smaller-than-anticipated gain in July and the rise in the unemployment rate will give the perception that the Federal Reserve...
Research Briefing
You may be interested in 2024 Paris Olympics: Impact on Tourism and Beyond The Olympics are set to push Paris...
Research Briefing
US business profit margins will remain elevated through 2025, with a boost from higher investments of recent years, despite challenges...
Research Briefing
We estimate that Japan's nominal neutral interest rate – the rate consistent with monetary policy that is neither stimulative nor...
Research Briefing
Employment growth has outstripped economic activity over the past 18 months to an unsustainable extent. Accordingly, the Australian economy has...
Research Briefing
Market conditions for the retirement living sector in Australia are robust, with occupancy rates having surged to 95% in 2023...
Research Briefing
At Wednesday's policy meeting, the Bank of Japan (BoJ) raised the policy rate to 0.25% without clear evidence of wage-driven...
Research Briefing
The chemical industries in the US and EU are at the precipice of a major divergence. We believe that a...
Research Briefing
We believe that building enough homes to restore housing affordability across Canada will likely take another decade.
Research Briefing
We estimate that a 1ppt rise in US tariffs cuts imports from China by 2.5% in the long term.
Research Briefing
We expected a bout of SEK weakness following the Riksbank rate cut in the spring, but we think the recent...
Research Briefing
In our recent real estate webinar, we showed that prices started to turn a corner. We predict industrial and retail...
Research Briefing
Using our Global Industry Model, we have modelled the sectoral impacts of two scenarios in which former President Donald Trump returns to the...
Research Briefing
If President Biden did not drop out, the outcome of the election appeared to be clear, but things have changed...
Research Briefing
Major cities in the emerging global south are becoming more specialised in office-using sectors, which currently account for more than...
Research Briefing
Higher interest rates have pushed up the risk premium required from prime commercial property. Yields have softened as interest rates...
Research Briefing
The Pacific Northwest’s robust economy is forecast to continue to outperform over the next few years. A large presence of...
Research Briefing
Sunday's presidential election presents limited upside scenarios for the Venezuelan economy. Our baseline is for President Nicolás Maduro to remain...
Research Briefing
Our forecasts do not show any significant deindustrialisation over the next decades in Europe—in fact, we find predictions around imminent...
Research Briefing
On July 19, a faulty update from CrowdStrike's Falcon cybersecurity software caused widespread "Blue Screen of Death" (BSOD) errors on...