Research Briefing
The UK Budget was a damp squib of small-scale measures that will do little to change the economic or political...
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Research Briefing
The UK Budget was a damp squib of small-scale measures that will do little to change the economic or political...
Research Briefing
Our sentiment data suggests that the ECB's worries about sticky inflation driven by strong wage growth are misplaced. The sentiment...
Research Briefing
Five manufacturing sectors have contributed significant job growth in many metros in recent years, at a time when employment in...
Research Briefing
Related Posts Takaichi’s big win doesn’t affect the fiscal outlook for Japan The ruling Liberal Democratic Party’s (LDP) landslide election...
Research Briefing
Among major European cities, we think London offers the best outlook for residential real estate based on demographic trends and...
Research Briefing
Our suite of nowcasting models corroborates our tepid near-term expectations for the hibernating eurozone economy, indicating Q1 growth will come...
Research Briefing
Markets appear to be increasingly converging with our forecast that the Bank of Japan will abolish its negative interest rate...
Research Briefing
China has been accused of dumping stock onto the European market within the automotive, metals and chemicals sectors with the...
Research Briefing
The focus on green office buildings and sustainability is being driven by both government targets to achieve net zero and...
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...