Research Briefing
Based on our analysis, most investors are likely to allocate heavily towards industrial and away from offices over the next...
Research Briefing
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Displaying 1 to 20 of 2331 results
Research Briefing
Current polling suggests Canadians are poised to vote in a Conservative majority government that would usher in a sea change...
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
Labour turnover is quickly rising among full-time workers in Japan, where long-term employment has been prevailing. Although a serious labour...
Research Briefing
The risk of higher trade tensions, and its subsequent implications on trade policy, is high. The upcoming US presidential election...
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...
