Research Briefing
We subjectively assign a greater probability of a divided government after the 2024 elections rather than one that is fully...
Research Briefing
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Displaying 1 to 20 of 2257 results
Research Briefing
Economic decoupling from China is ongoing, but the latest evidence suggests that, especially outside the US, the process is gradual...
Research Briefing
Related Services Australia Macro Service Discover Australia’s economic outlook with our expert forecasts and analysis. Stay informed on key trends...
Research Briefing
The conversion of underutilised low-grade office stock to residential dwellings is pushed as a carbon effective path to boosted housing...
Research Briefing
The approvals lead for non-residential building continues to soften, with March quarter 2024 maintaining the recent downward trend in project...
Research Briefing
The most predictive near-term leads suggest net overseas migration (NOM) to Australia will hold near a record level for FY2024. We have conservatively revised upwards our expectation for NOM to 485,000 (+90,000).
Research Briefing
The 2024/25 Federal Budget delivered little to shift the outlook for building construction, although there was modest movement connected to...
Research Briefing
The 2024-25 federal budget affirmed the forecast changes we made in the April 2024 edition of our Engineering Construction in...
Research Briefing
This Research Briefing summarises our four scenarios for the general election that will take place in South Africa on May...
Research Briefing
UK prime minister Rishi Sunak has announced that a general election will take place on July 4. While there are...
Research Briefing
We see signs of an industrial recovery in the eurozone which bodes well for eurozone EPS growth and supports our...
Research Briefing
San Francisco, Atlanta, Dallas, and Boston had the strongest growing economies out of the top 10 metros in the five...
Research Briefing
The minutes from the April 30-May 1 meeting of the Federal Open Market Committee were uneventful, which is not surprising...
Research Briefing
Consumer spending growth is set to remain robust across the US. With real incomes continuing to rise, spending growth is...
Research Briefing
Global construction activity is forecast to fall over 2024. In this context, we have identified 6 themes that we think...
Research Briefing
Our business cycle indicator confirms the economy has improved after getting off to a slow start in Q1. We expect...
Research Briefing
This is the last of the four Research Briefings on scenarios for South Africa's general election on May 29. In...
Research Briefing
The Budget is more stimulatory than we had anticipated and presents some upside risk to an otherwise modest growth outlook...
Research Briefing
Latest data point to a delayed start to a consumer revival in the eurozone, but we see relatively low risk...
Research Briefing
Our new proprietary cycle phase analysis suggests that industrial production in many developed economies has bottomed out and is now...
