Research Briefing
A second Trump presidency could have a moderate impact on European growth based on our simulation of his proposed policies....
Research Briefing
Explore our economic briefings, providing key insights into market trends and economic developments. Download the full reports for comprehensive data and detailed analysis to help you stay ahead in a changing economy.
Filter content
Type
Topic
Region
Industry
Service
Tag
Region
Displaying 1 to 20 of 2331 results
Research Briefing
Transport & storage GVA will more than double in Europe’s major cities between now and 2050.
Research Briefing
In our recent virtual roundtable event for commercial real estate, we discussed our expectation for eurozone interest rate cuts in...
Research Briefing
Some market participants are raising concerns over a fall in demand for US Treasuries from Japanese investors amid higher domestic...
Research Briefing
Close observers of the economy this week had to digest a bevy of indicators that provided mixed signals on the...
Research Briefing
Related Reports Click here to subscribe to our asset management newsletter and get reports delivered directly to your mailbox
Research Briefing
A substantial backlog of work is supporting building construction activity in the face of falling permits. Building companies in the EU report a 11.5-month backlog of...
Research Briefing
Our conviction that 2023 was the low point for global industrial growth is firming. We expect that value-added industrial growth...
Research Briefing
We expect a continuity of AMLO's policies, but Sheinbaum's ability to pass constitutional reforms with a supermajority in Congress and...
Research Briefing
The rise of AI promises vast business opportunities and growth potential for the semiconductor industry. But these benefits are not evenly distributed along the value chain, so for ASEAN economies, where semiconductor activities are focused on lower value-added...
Research Briefing
Indian consumers' spending power is far behind that of their Chinese counterparts, and we are sceptical about the pace of catch-up. Even if the Indian economy achieves the ambitious growth targets set, there...
Research Briefing
China's production of electric vehicles is booming, accounting for nearly 70% of global EV sales in 2023 with 9.5 million...
Research Briefing
We think the EU-China economic relationship will experience more friction in the future due to structural changes to China's economy,...
Research Briefing
The strength of the US dollar looks likely to continue this year and into 2025 before possibly waning in 2026,...
Research Briefing
We subjectively assign a greater probability of a divided government after the 2024 elections rather than one that is fully...
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).
