Research Briefing
The 2024/25 Federal Budget delivered little to shift the outlook for building construction, although there was modest movement connected to...
Research Briefing
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Displaying 1 to 20 of 2331 results
Research Briefing
The 2024-25 federal budget affirmed the forecast changes we made in the April 2024 edition of our Engineering Construction in...
Research Briefing
This Research Briefing summarises our four scenarios for the general election that will take place in South Africa on May...
Research Briefing
UK prime minister Rishi Sunak has announced that a general election will take place on July 4. While there are...
Research Briefing
We see signs of an industrial recovery in the eurozone which bodes well for eurozone EPS growth and supports our...
Research Briefing
San Francisco, Atlanta, Dallas, and Boston had the strongest growing economies out of the top 10 metros in the five...
Research Briefing
The minutes from the April 30-May 1 meeting of the Federal Open Market Committee were uneventful, which is not surprising...
Research Briefing
Consumer spending growth is set to remain robust across the US. With real incomes continuing to rise, spending growth is...
Research Briefing
Global construction activity is forecast to fall over 2024. In this context, we have identified 6 themes that we think...
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...
