Research Briefing
Amid the fast-progressing electric vehicle (EV) shift, maintaining high competitiveness in auto-related sectors and ensuring a smooth labour transition across...
Research Briefing
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Displaying 1 to 20 of 2331 results
Research Briefing
We think improving profitability and falling interest rates will underpin a gradual pickup in UK business investment. But this follows...
Research Briefing
Australia’s major metropolitan office markets are at the tail end of a major phase of supply that started in FY20 and will run...
Research Briefing
The Bank of Japan's decision to maintain the policy rate at 0.25% today surprised no-one. Although the quarterly outlook report...
Research Briefing
Following Wednesday's UK Budget, gilt yields have risen sharply as financial markets appear concerned over the scale of the extra...
Research Briefing
India has benefited from US trade rerouting away from China since 2018, albeit to a much lesser extent than some...
Research Briefing
Fertility rates have been declining globally over the past few decades, and Australia has followed suit. After a small 'baby bump' during...
Research Briefing
The broad shape of the UK Budget was largely as expected, but the scale of the increases in current spending,...
Research Briefing
The ruling Liberal Democratic party and its partner Komeito lost their majority in Japan's lower house elections on Sunday, which...
Research Briefing
Inflation is the foremost issue voters are concerned about, and how it is perceived will determine the election.
Research Briefing
European industry is still in the midst of an almost two-year recession, but we believe that the end is increasingly...
Research Briefing
Our probability of recession models showed marked improvement in September, reversing much of the recent rise. Against this backdrop, our...
Research Briefing
Our Global Relative Return Index (RRI) is unchanged from six months ago at 52.7 for 2025, signalling that we are...
Research Briefing
We expect growth across the Nordic economies to pick up in the near term, with quarterly growth in Sweden and...
Research Briefing
Hopes of a consumer spending recovery becoming the driving engine of eurozone growth in 2024 have not materialised. Private consumption...
Research Briefing
Through a period of higher but stable interest rates and cost of living pressures, the combined capital city (CCC) median...
Research Briefing
Our forecast is for solid growth in consumer spending over the next few years, but that is largely attributed to...
Research Briefing
Treasuries have stumbled since the Federal Open Market Committee's aggressive 50bp rate cut in September, but our baseline longer-term outlook...
Research Briefing
China's economy looks to have entered a marked downturn. Cyclical trends in China are always tricky to assess given the...
Research Briefing
We still see the presidential election as a coin flip, but our updated scenarios suggest that upside risks to our...
