Research Briefing
Battery raw materials prices bottomed out last quarter and we think a sustained recovery is looming. Midstream EV battery manufacturing...
Research Briefing
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Displaying 1 to 20 of 2257 results
Research Briefing
As the UK population ages, time-use data suggest that the property sectors with structural tailwinds will be those that provide...
Research Briefing
The everyday economy generates half of all UK employment and 33% of GVA but is often dismissed because it generates...
Research Briefing
We examined the disruption of generative AI at the US county level. We identified several metros – Atlanta, Denver, New...
Research Briefing
Despite last summer's US Supreme Court decision, the Biden administration has forgiven $153bn in student loan debt through piecemeal actions....
Research Briefing
Equities are under pressure following this month's stronger-than-expected US inflation print. We see scope for some further weakness in the...
Research Briefing
The extent to which UK employers can respond to likely 2024 interest rate cuts with increased output, rather than rises...
Research Briefing
We expect the significant increases in fund maturities, spurred by capital raised over the past decade, to exert upward pressure...
Research Briefing
The strength of the recent gold price rally has defied even our already bullish expectations and we think prices are...
Research Briefing
The impact of Red Sea shipping disruption on the eurozone economy continues to be limited, in line with our baseline...
Research Briefing
The escalation of geopolitical tensions in the Middle East does not pose a downside risk to the US economy because...
Research Briefing
For Gulf cities, the near-term outlook will be tied not only to the global macroeconomic backdrop, but also the progress...
Research Briefing
We forecast Bank Indonesia will start cutting its policy rate in Q2, which will provide a cyclical tailwind for credit...
Research Briefing
Download our latest report on the price forecasts for oil, natural gas, iron, steel, base metals, precious metals, battery metals...
Research Briefing
The military escalation between Iran and Israel has ratcheted up fears of an expanded Middle East conflict. The threat of...
Research Briefing
We firmly agree with all of Bernake review’s forecasting process recommendations, though it appears from the BoE's initial response that...
Research Briefing
We now project that the Bank of Japan will start to raise its policy rate next spring assuming another robust...
Research Briefing
Reflecting a surprisingly strong Spring Negotiation result and weaker yen assumption, we have upgraded our baseline wage and inflation forecasts....
Research Briefing
We think the Riksbank will cut rates in May, before the Federal Reserve and the European Central Bank do so....
Research Briefing
We modeled two scenarios in which former President Donald Trump returns to the White House and Republicans gain full control...
