Research Briefing
We still see the presidential election as a coin flip, but our updated scenarios suggest that upside risks to our...
Research Briefing
Explore our economic briefings, providing key insights into market trends and economic developments. Download the full reports for comprehensive data and detailed analysis to help you stay ahead in a changing economy.
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Displaying 1 to 20 of 2332 results
Research Briefing
Our sentiment data, developed with Penta, suggests that labour market conditions have loosened and pay growth has slowed abruptly through...
Research Briefing
Our analysis suggests that while a Harris presidency, assuming Democratic control of Congress, would have a minor positive impact on...
Research Briefing
Vacancy in the Melbourne CBD continued to track higher during H1 2024, increasing to 18.0%, reflecting the persistent contraction in...
Research Briefing
The spotlight focused on this week’s consumer price report to see if it raises more questions about the Fed’s decision...
Research Briefing
We are significantly raising our forecasts for consumer spending growth over the next few years. We expect real consumption growth...
Research Briefing
Our nowcast of the US PCE deflators imply inflation is not falling as smoothly as we had anticipated. But it...
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...
