Research Briefing
We believe that building enough homes to restore housing affordability across Canada will likely take another decade.
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Research Briefing
We believe that building enough homes to restore housing affordability across Canada will likely take another decade.
Research Briefing
We estimate that a 1ppt rise in US tariffs cuts imports from China by 2.5% in the long term.
Research Briefing
We expected a bout of SEK weakness following the Riksbank rate cut in the spring, but we think the recent...
Research Briefing
In our recent real estate webinar, we showed that prices started to turn a corner. We predict industrial and retail...
Research Briefing
Using our Global Industry Model, we have modelled the sectoral impacts of two scenarios in which former President Donald Trump returns to the...
Research Briefing
If President Biden did not drop out, the outcome of the election appeared to be clear, but things have changed...
Research Briefing
Major cities in the emerging global south are becoming more specialised in office-using sectors, which currently account for more than...
Research Briefing
Higher interest rates have pushed up the risk premium required from prime commercial property. Yields have softened as interest rates...
Research Briefing
The Pacific Northwest’s robust economy is forecast to continue to outperform over the next few years. A large presence of...
Research Briefing
Sunday's presidential election presents limited upside scenarios for the Venezuelan economy. Our baseline is for President Nicolás Maduro to remain...
Research Briefing
Our forecasts do not show any significant deindustrialisation over the next decades in Europe—in fact, we find predictions around imminent...
Research Briefing
On July 19, a faulty update from CrowdStrike's Falcon cybersecurity software caused widespread "Blue Screen of Death" (BSOD) errors on...
Research Briefing
Our tool suggests India is a strong contender. Holding India back is its low productivity per worker and poor education...
Research Briefing
President Biden's decision to withdraw as a candidate caps a string of major political events that has roiled the 2024...
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...