Research Briefing
We think generative artificial intelligence could add as many as 1.2 million jobs to the eurozone labour market by 2040....
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Research Briefing
We think generative artificial intelligence could add as many as 1.2 million jobs to the eurozone labour market by 2040....
Research Briefing
We expect stronger activity in the eurozone in 2025, but growth will remain lacklustre as the consumer recovery lacks momentum....
Research Briefing
The Bank of Japan maintained its policy rate at 0.25% during Friday's meeting. Although we still expect an additional rate...
Research Briefing
Lacklustre eurozone growth momentum looks unlikely to meaningfully pick up before the end of the year. Our GDP nowcasting models...
Research Briefing
Recession alarm bells should sound a bit muted with an encouraging employment report, solid gains in retail sales, and a...
Research Briefing
Global spending on technology products by businesses and governments will grow 5.8% in 2025, adjusted for inflation and currency movement,...
Research Briefing
A Kamala Harris presidency wouldn't materially alter the economic outlook for Canada. Another term for Donald Trump would usher in...
Research Briefing
Though Vice President Kamala Harris' chances of winning the election have improved since her debate with former President Donald Trump,...
Research Briefing
We created a real-time tracker of unauthorized migrants to the US, the driving force behind the nation's post-pandemic immigration surge....
Research Briefing
The UK grew at an above-trend pace in H1 2024, but we don't expect this to be sustained over the...
Research Briefing
Four themes have dictated Asia's macroeconomic outlook over the summer and are likely to continue to exert an influence over...
Research Briefing
GDP growth among Latin America's largest six economies will improve on the margin next year and surprise the consensus to...
Research Briefing
Over the next five years, India is forecast to be the fastest growing major economy across Asia-Pacific. We expect India’s...
Research Briefing
Our baseline forecast assumes generative artificial intelligence (GenAI) will boost eurozone GDP level by 1.4% over the next 15 years,...
Research Briefing
We expect global industrial production to grow by 2.6% this year, up from 1.8% in 2023. Our view remains that...
Research Briefing
The onset of the Federal Reserve's easing cycle is typically positive for equities so long as the US economy avoids...
Research Briefing
Economic policy uncertainty is rising earlier than normal for a presidential election year, and this has implications for the Q4...
Research Briefing
The economy remains in transition and is settling into a more sustainable pace of growth, with next year being decent...
Research Briefing
We believe that recent jitters about US growth prospects are overdone. While US GDP growth will slow a bit, we...
Research Briefing
Hybrid working has already had a big impact on office markets, and combining homeworking trends with our forecasts for office-based...