Research Briefing
The economy underwhelmed in the first half of the year while it transitioned to a more sustainable pace of growth,...
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Research Briefing
The economy underwhelmed in the first half of the year while it transitioned to a more sustainable pace of growth,...
Research Briefing
President Joe Biden's decision to drop out of the election doesn’t warrant any immediate changes to our election scenarios nor...
Research Briefing
Related Resources 2026 Winter Olympic medals: How metals prices reshaped medal values A gold medal at the 2026 Winter Olympics...
Research Briefing
Kenya has been facing a tumultuous month from an economic and political perspective, but our baseline scenario assumes that the...
Research Briefing
Announced tariff increases by the US and EU on made-in-China EVs, if implemented, will increase EV prices and reduce demand....
Research Briefing
At the July policy meeting, the Bank of Japan (BoJ) will reveal its plan for reducing JGB purchases over the...
Research Briefing
We believe that developed market real estate investment trusts (DM REITs) are poised for a sustained period of positive performance...
Research Briefing
We upgraded our natural gas price forecasts in the US and Europe due to greater demand from air conditioning over...
Research Briefing
In light of the recent consolidation period, we think there is still time to capitalise on the gold price upswing...
Research Briefing
The unemployment rate is on the rise and has caught the attention of the Federal Reserve and financial markets. We...
Research Briefing
Following a strong FY2023, the past year has proven more difficult for the build-to-rent (BTR) sector. Unit commencements fell 19%...
Research Briefing
The national total number of owner-occupier loans for dwellings (excluding refinancing) fell 2% in May to 26,880 loans in seasonally...
Research Briefing
Indianapolis saw healthier job growth than most of its Midwest peers in the first half of the year. Industries that...
Research Briefing
Although Minneapolis added jobs in the first half of 2024 at a pace that exceeded the US average, it shed...
Research Briefing
The second round of the French snap elections resulted in a hung parliament, as we expected. Even though the Nouveau...
Research Briefing
Following hawkish comments from the Reserve Bank of Australia and a rise in CPI inflation readings in the last two...
Research Briefing
During the next presidential term, the economy will receive a net boost from federal policymaking, and inflation will come in...
Research Briefing
We think that the Norwegian krone and the Swedish krona will hold on to their recent gains and appreciate further...
Research Briefing
Each month, we forecast the dozens of price categories that underlie the consumer price index, and our forecast is for...
Research Briefing
Canada's population growth will slow dramatically to an average of 0.8% annually from 2025 to 2027 after surging by 3%...