Research Briefing
The macro implications of replacing US IEEPA tariffs with a global 15% tariff are minor at best, according to our...
Research Briefing
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Displaying 1 to 20 of 2252 results
Research Briefing
Metals are expected to outperform in 2026, while energy and agricultural commodities are set to weaken on average.
Research Briefing
The past year has seen a reshaping of long-run risks, with rising trade uncertainty, threats of US isolationism, and accelerating...
Research Briefing
The story this year remains global divergence. We are above consensus with our forecasts for the US, China and some...
Research Briefing
Data centers are expanding beyond major cities as tech giants seek lower energy costs, reduced community pushback, and new power...
Research Briefing
Strong services growth and industrial specialisation are strengthening Birmingham’s economy, yet structural challenges remain—will the city be able to sustain...
Research Briefing
AI spending boosted US GDP by 0.4ppts in 2025 and we expect it to add a similar amount this year.
The Supreme court ruling on tariffs lowers the effective tariff rate down sharply. In this report, we discuss its implications.
Research Briefing
Demographic trends imply emerging market savings rates are approaching multi-decade peaks and will only fall marginally over the next few...
Research Briefing
We've raised our terminal rate assumption for the Bank of Japan to 1.5% from 1% in February. This reflects changes...
Research Briefing
Polish cities have been among the fastest-growing in Europe over the past 25 years, and we expect Warsaw—along with Kraków,...
Research Briefing
While Kevin Warsh, the Trump administration's nominee for Federal Reserve chair, was a more hawkish member of the Federal Open...
Research Briefing
While we mostly agree with Federal Reserve Chair nominee Kevin Warsh's argument that the economy is in a supply-side expansion...
Research Briefing
With net migration set to fall to its lowest level since 1997, the UK faces weaker growth and higher borrowing....
Research Briefing
The ruling Liberal Democratic Party's (LDP) landslide election victory on Sunday doesn't change our expectation of a primary fiscal deficit...
Research Briefing
Advertising on Meta Platforms Supports Billions in Travel Business Revenue Across the US, EU27, and UK
Research Briefing
Research Briefing India-UAE Air Travel Demand Could Go Unmet Research finds more than a quarter of forecast demand may remain...
Research BriefingWhitepaper
Frontier sectors are central to the UK’s Industrial Strategy. Our latest research reveals where growth is concentrating, and what leaders...
Research Briefing
China’s rapid rise across both high-tech and labour-intensive exports is reshaping global trade and squeezing competitors — but which countries...
Research Briefing
The US is loosening restrictions on advanced chip exports to China, hoping to slow its manufacturing progress, but China’s drive...
