Research Briefing
We have recently added CPI estimates for selected major metros in the US to our US Cities and Regions Service....
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Research Briefing
We have recently added CPI estimates for selected major metros in the US to our US Cities and Regions Service....
Research Briefing
The outlook for the global economy has improved since the previous quarter’s Global Scenarios Service report and a soft landing...
Research Briefing
After getting carried away at the turn of the year with the likely extent of Federal Reserve rate cuts in...
Research Briefing
This briefing sets out the second of our four scenarios for South Africa's general election: the ANC wins only 40%...
Research Briefing
There has been a meaningful normalisation in Australia's trading relationship with China over the past 12 months. The removal of...
Research Briefing
Two scenarios in which former President Donald Trump returns to the White House in the 2024 election show global GDP...
Research Briefing
The lower-than-expected increase in nonfarm payroll employment, along with declining job openings and quits, suggest that wage pressures are unlikely...
Research Briefing
Following a long period of stagnation, machinery & equipment investment has experienced strong growth since the start of 2021 (Chart...
Research Briefing
Housing affordability is an active topic in the media and is increasingly part of political discord. Key metrics are running...
Research Briefing
The unemployment rate spiked to 4.1% in January, suggesting the nascent deterioration in the labour market was gathering momentum. However,...
Research Briefing
The sustainability of a building is best measured through its carbon footprint. This has two main aspects – the embodied...
Research Briefing
The Albanese government announced a significant restructure of the personal income tax schedule. The stage three tax cuts legislated in...
Research Briefing
Extensive academic research shows the importance of central bank independence in reducing inflation. Those institutions with strong operational independence from...
Research Briefing
Our latest global relative return index (RRI) signals that risk-adjusted investment opportunities in commercial real estate (CRE) should start to...
Research Briefing
A second Trump presidency would directly harm US manufacturing through two channels: repeal of President Biden's Inflation Reduction Act (IRA);...
Research Briefing
Lower house prices and falling mortgage rates will reduce stubbornly high shelter inflation and help return headline CPI inflation to...
Research Briefing
The relatively tepid 1.6% annualized gain in Q1 GDP does not present cause for concern, nor does it mean the...
Research Briefing
The biggest surprise from the outcome of the Federal Open Market Committee meeting had nothing to do with interest rate...
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...