Research Briefing
The lower-than-expected increase in nonfarm payroll employment, along with declining job openings and quits, suggest that wage pressures are unlikely...
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Research Briefing
The lower-than-expected increase in nonfarm payroll employment, along with declining job openings and quits, suggest that wage pressures are unlikely...
Research Briefing
Following a long period of stagnation, machinery & equipment investment has experienced strong growth since the start of 2021 (Chart...
Research Briefing
Housing affordability is an active topic in the media and is increasingly part of political discord. Key metrics are running...
Research Briefing
The unemployment rate spiked to 4.1% in January, suggesting the nascent deterioration in the labour market was gathering momentum. However,...
Research Briefing
The sustainability of a building is best measured through its carbon footprint. This has two main aspects – the embodied...
Research Briefing
The Albanese government announced a significant restructure of the personal income tax schedule. The stage three tax cuts legislated in...
Research Briefing
Extensive academic research shows the importance of central bank independence in reducing inflation. Those institutions with strong operational independence from...
Research Briefing
Our latest global relative return index (RRI) signals that risk-adjusted investment opportunities in commercial real estate (CRE) should start to...
Research Briefing
A second Trump presidency would directly harm US manufacturing through two channels: repeal of President Biden's Inflation Reduction Act (IRA);...
Research Briefing
Lower house prices and falling mortgage rates will reduce stubbornly high shelter inflation and help return headline CPI inflation to...
Research Briefing
The relatively tepid 1.6% annualized gain in Q1 GDP does not present cause for concern, nor does it mean the...
Research Briefing
The biggest surprise from the outcome of the Federal Open Market Committee meeting had nothing to do with interest rate...
Research Briefing
Our business cycle indicator shows the economy hit a rough patch at the start of the year but there is...
Research Briefing
This Research Briefing sets out the first of four scenarios for South Africa's general election on May 29. In this...
Research Briefing
As expected, the BoJ maintained its policy rate at 0%-0.1% at Friday's meeting. With more confidence on the ongoing wage-driven...
Research Briefing
Our sentiment data, developed with Penta, suggests that UK private sector wage growth slowed sharply in March and early-April. If...
Research Briefing
Our new forecast assumes a slower euro appreciation against the dollar over the coming years than we previously anticipated. Relative...
Research Briefing
Odds are that there will not be anything from the upcoming meeting of the Federal Open Market Committee that would...
The 2024 federal budget projects a steady diet of wider deficits over the next five years, adding new spending only...
Research Briefing
Our baseline forecast is for world food commodity prices to register an annual decline this year, in aggregate, reducing pressure...