Research Briefing
We firmly agree with all of Bernake review’s forecasting process recommendations, though it appears from the BoE's initial response that...
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Research Briefing
We firmly agree with all of Bernake review’s forecasting process recommendations, though it appears from the BoE's initial response that...
Research Briefing
We now project that the Bank of Japan will start to raise its policy rate next spring assuming another robust...
Research Briefing
Reflecting a surprisingly strong Spring Negotiation result and weaker yen assumption, we have upgraded our baseline wage and inflation forecasts....
Research Briefing
We think the Riksbank will cut rates in May, before the Federal Reserve and the European Central Bank do so....
Research Briefing
We modeled two scenarios in which former President Donald Trump returns to the White House and Republicans gain full control...
Research Briefing
This year is set to be a turning point for commercial property markets in the US. A gradual easing of...
Research Briefing
The global travel recovery took great strides in 2023, with some destinations already reporting a full recovery back to pre-pandemic...
Research Briefing
Mortgage payments have soared since the Bank of Canada began aggressively hiking interest rates in early 2022, and there is...
Research Briefing
Profit margins in the eurozone have largely dropped back towards their long-term pre-pandemic average, after they increased faster than wages...
Research Briefing
The focus on green office buildings and sustainability is being driven by both government targets to achieve net zero and...
The combined capital city median all-dwelling price reached $946,000 in December quarter 2023 (+7% y/y). Resilient demand (backed by strong...
Research Briefing
Tourism Economics’ latest cruise industry research briefing based on research among active cruisers identified strong underlying satisfaction with cruise experiences...
Research Briefing
The supply-shocks era represented the first time in a generation where inflation significantly eroded the real value of global public...
Research Briefing
Taiwan was hit by the 7.2 magnitude earthquake on 3 April, the strongest in 25 years. However, the economic impact seems to be...
Research Briefing
The strength of the labor market and lingering worries about inflation among Federal Reserve officials have led us to push...
Research Briefing
Millions of people have already been displaced because of environmental shocks, but many aspects of climate migration remain poorly understood....
InfographicResearch Briefing
Continued economic growth will help stabilise commercial real estate yields and values before pricing slowly begins to recover next year....
Research Briefing
We forecast Indian cities to outpace the rest of APAC in terms of GDP growth over the medium term (2024-28)....
Research Briefing
We will retain our below-consensus 2024 GDP growth forecast of 1.9% for Mexico irrespective of the presidential election results on...
Research Briefing
We expect the March employment report to show moderating job growth, adding to the Federal Reserve's confidence that the labor...