Research Briefing
Inflation has fallen sharply in advanced economies over the past year, and we expect central banks to start cutting interest...
Explore our economic briefings, providing key insights into market trends and economic developments. Download the full reports for comprehensive data and detailed analysis to help you stay ahead in a changing economy.
Research Briefing
Inflation has fallen sharply in advanced economies over the past year, and we expect central banks to start cutting interest...
Research Briefing
On the surface, January's headline jobs figures paint a healthy picture of the Canadian labour market, but a closer look...
Research Briefing
House prices increased in all but a handful of metros in Q4 2023 as indicated by their Federal Housing Finance...
Research Briefing
Our view remains that the most severe risks in commercial real estate are concentrated in the office sector, as it...
Research Briefing
We remain steadfast on our long-standing heavy overweight in New Zealand government bonds within our global DM fixed income allocations.
Research Briefing
According to findings from Tourism Economics’ latest Travel Industry Monitor (TIM), which tracks the views of tourism professionals every quarter,...
Research Briefing
Commodity markets have barely reacted to Red Sea attacks, and we think the impact on prices will be minimal. As...
Research Briefing
Emerging market (EM) central banks' credibility to restrain inflation over the medium-term horizon remains intact despite the tests it's been...
Research Briefing
Contentious new Labour Force Survey data implies the UK jobs market was much tighter in H2 2023 than we previously...
Research Briefing
We forecast UK GDP growth will average 1.5% a year over the medium-term. Though strong inward migration will continue to...
Research Briefing
Immigration has become the key driver of population growth, and that trend will only accelerate. Based on our forecast, immigration...
Research Briefing
The recent sharp fall in mortgage rates and continued strong growth in wages has significantly reduced the scale of the...
We expect that demand for energy transition-related critical minerals will grow significantly in the next decades even in the absence...
Research Briefing
A slower fall in services inflation will partially offset the relatively stronger disinflationary forces in goods prices. We do not...
Research Briefing
Engineering Construction in Australian Executive Summary
Research Briefing
Overall, the downturn in the property sector is much less severe than in some previous cycles, especially for residential property....
Research Briefing
Reaching net zero carbon emissions by 2050 would likely have a larger impact on economic activity initially in ASEAN5 countries...
Research Briefing
North African cities are forecast to experience some of the fastest rates of employment and population growth over the long...
Research Briefing
Middle Eastern cities are forecast to experience some of the fastest rates of employment and population growth over the long...
We project Japan's services trade balance will remain in deficit over the coming years as a trend increase in the...