Research Briefing
As the US election approaches, the potential economic outcomes are on everyone’s mind. Regardless of the result, the economy is...
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 2286 results
Research Briefing
We now expect the Bank of Japan will implement an additional rate hike this year, possibly in October, given the...
Research Briefing
Vice President Kamala Harris has released the first part of her economic plan. In it, she proposes an expansion of...
Research Briefing
Our new proprietary business cycle phase indicator points to a trough in sight for industry, but with dispersion among sectors....
Research Briefing
A surge in temporary layoffs drove another rise in the unemployment rate in July, stoking recession concerns and fears that...
Research Briefing
Metros with the fastest population growth are among those with the highest natural hazard risks. Using FEMA's National Risk Index,...
Research Briefing
Abrupt yen appreciations have been associated with, or preludes to, global financial instability. So far, the recent yen surge has...
Research Briefing
We think equities are underpinned by resilient activity, a broadening EPS recovery, and the prospect of imminent rate cuts.
Research Briefing
The three northern swing states of Pennsylvania, Michigan, and Wisconsin are must-win states for Vice President Kamala Harris and former...
Research Briefing
As expected, the RBA kept rates on hold in August. The cash rate has now been unchanged at 4.35% since...
Research Briefing
Adverse demographic trends imply that the only alternative for sustaining China's longer-term growth momentum would be to sharply accelerate productivity growth. The timely emergence of generative AI could partially close this gap.
Research Briefing
The latest revamp of our foreign exchange risk tool (FXRT) demonstrates the enhanced predictive power of selected vulnerability metrics over...
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...
