Research Briefing
We expect that offices will be the most exposed US property sector to the impact of generative AI by 2032,...
Research Briefing
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.
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Displaying 1 to 20 of 2286 results
Research Briefing
The European Central Bank's updated monetary policy framework retains key advantages of the previous system and in our view is...
Research Briefing
Based on research conducted in Q4 2023 among active cruisers from five key markets, consumers demonstrated a strong preference to...
Research Briefing
Our analysis of Banxico's reaction function reaffirms our forecast that the policy rate will end the year at 8.25% –...
Research Briefing
The launch of ChatGPT in November 2022 made 2023 a leap forward for artificial intelligence (AI). The big battle for...
Research Briefing
Our business cycle indicator implies that the economy is losing momentum, but there are some caveats. Some of the data...
Research Briefing
US business investment continues to advance, despite fears it would tumble in 2023 ahead of a widely anticipated recession.
Research Briefing
We think lower quality stocks such as small caps will be the key beneficiaries of our soft-landing view. These stocks...
Research Briefing
The West's major central banks are well into their quantitative tightening programmes, reducing their combined balance sheet by $5.1 trillion....
Research Briefing
The Bank of Japan (BoJ) decided to end its negative interest rates policy and set the target band for the overnight market rate at...
Research Briefing
Even though incoming hard data on eurozone industry is still downbeat, leading indicators suggest that we're at a turning point....
Research Briefing
The first round of Senegal's presidential election will take place on Sunday, March 24. The race is unpredictable, given the...
Research Briefing
The Nordic economies will have a better 2024 than last year, but growth rates will diverge across the region. The...
Research Briefing
In our March baseline we revised down substantially our long-term forecast for housing starts to better align it with our...
Research Briefing
Last week's Budget highlighted the flaws at the heart of the UK's dysfunctional fiscal policy, particularly its poorly-designed fiscal rules....
Research Briefing
Africa's mineral riches are central to its history. However, the race to combat climate change has reignited interest in the...
Research Briefing
We believe aged care is emerging as a prominent sector in Asia with a robust growth outlook.
Research Briefing
While economic growth in the north of England is generally below the UK average, that is not always the case....
Research Briefing
The pandemic was associated in many minds with a flight of people away from city centers, raising doubts over the...
Research Briefing
As 2024 progresses global industrial activity should pick up and begin to rebuild some momentum. In annual terms, we expect...
