Research Briefing
The biggest surprise from the outcome of the Federal Open Market Committee meeting had nothing to do with interest rate...
Research Briefing
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Displaying 1 to 20 of 2286 results
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...
Research Briefing
Battery raw materials prices bottomed out last quarter and we think a sustained recovery is looming. Midstream EV battery manufacturing...
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...
