Research Briefing
Global construction activity is forecast to fall over 2024. In this context, we have identified 6 themes that we think...
Research Briefing
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Displaying 1 to 20 of 2303 results
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...
Research Briefing
Overall, we are slightly more bullish on commodity prices across the forecast horizon as we expect higher metal prices than...
Research Briefing
We find emerging, but not overwhelming, macro proof to support the recent geopolitical narrative of excess Chinese goods production that...
Research Briefing
Many states have far more job openings than available labor as per the Job Openings and Labor Turnover Survey (JOLTS)...
Research Briefing
The Biden administration's additional tariffs on China are essentially a rounding error for inflation and GDP, carrying no implications for...
Research Briefing
This Research Briefing details the third of our four scenarios for South Africa's general election on May 29. In this...
Research Briefing
The Monetary Policy Committee voted to keep Bank Rate at 5.25% at May's meeting, but it also sent a clear...
Research Briefing
We are cautiously optimistic on the Turkish lira and have recently moved the currency to an overweight in our Emerging...
Research Briefing
While electrification promises more sustainable growth and a reduced environmental impact, global industry continues to rely strongly on fossil fuels,...
Research Briefing
More frequent adverse supply shocks mean eurozone inflation is likely to be more volatile and possibly higher on average in...
Research Briefing
The Federal Reserve will likely signal next week that its confidence that inflation is on a sustained path to 2%...
Research Briefing
Our baseline forecast for policy rates is consistent with central bankers continuing to focus almost exclusively on inflation. Their laser-like...
Research Briefing
A return to the sustained 'lowflation' of the 2010s is unlikely, in our view. But we also doubt that the...
Research Briefing
Generative AI has the potential to substantially improve the medium-term growth outlook for the economy. It arrives at a perfect moment – labour is going to...
Research Briefing
Beijing's reinvigorated support for manufacturing is quite the economic gamble. With property still in the doldrums and the post-Covid services recovery having largely run its course, the rationale is that manufacturing...
