Research Briefing
We expect global industrial production to grow by 2.6% this year, up from 1.8% in 2023. Our view remains that...
Research Briefing
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Displaying 1 to 20 of 2332 results
Research Briefing
The onset of the Federal Reserve's easing cycle is typically positive for equities so long as the US economy avoids...
Research Briefing
Economic policy uncertainty is rising earlier than normal for a presidential election year, and this has implications for the Q4...
Research Briefing
The economy remains in transition and is settling into a more sustainable pace of growth, with next year being decent...
Research Briefing
We believe that recent jitters about US growth prospects are overdone. While US GDP growth will slow a bit, we...
Research Briefing
Hybrid working has already had a big impact on office markets, and combining homeworking trends with our forecasts for office-based...
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
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...
