Research Briefing
Global growth prospects for the year ahead remain weak. We continue to see a prolonged period of steady and unspectacular...
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Research Briefing
Global growth prospects for the year ahead remain weak. We continue to see a prolonged period of steady and unspectacular...
Research Briefing
Australian bond yields have risen over the past 18 months, highly influenced by movements in the US, reflecting more hawkish...
Research Briefing
It is anticipated that NOM will total a still elevated 410,000 in FY2024 given continued strength in temporary migration. Further...
Research Briefing
The population of the world's 1,000 largest and most important global cities is forecast to increase by more than half...
Research Briefing
Inflation is poised to weigh on the psychology of the swing voter, who will be pivotal in determining the outcome...
Research Briefing
Our long-term income and consumer spending forecasts reveal the high-potential urban consumer markets of the future. We identify four key...
Research Briefing
Cities dominate the global economy. Today, 19 cities have achieved urban economic powerhouse status, with annual GDP greater than $500...
Research Briefing
The commercial real estate landscape has undergone considerable changes due to the recent surge in interest rates and emerging funding...
Research Briefing
The Bank of Japan left both short-term and long-term policy rates unchanged at Tuesday's meeting as widely expected. The BoJ...
Research Briefing
Tourism Economics’ latest Travel Industry Monitor (TIM), a quarterly survey among tourism professionals conducted in Q4 2023, identified strong expectations...
We believe the Canadian economy has slipped into a moderate recession that will create slack, ease price pressures and help...
Research Briefing
The odds of a recession have declined over the past several months because of a strong labor market, a deceleration...
Research Briefing
The Census Bureau released its long-term population projections in November. They paint a more pessimistic outlook for the US than...
Research Briefing
Surprisingly, the rate hiking cycle in the US has not been accompanied by a spike in financial distress. This partly...
Research Briefing
Chinese outbound travel finally restarted in 2023. This re-opening was keenly anticipated by global destinations, given the significance of China...
Research Briefing
The UK inflation outlook has been transformed by steep falls in oil and gas prices and the recent softening in...
Research Briefing
Growth in the main economic indicators (GDP, employment, and consumer spending) is likely to be weaker in 2024 than in...
Research Briefing
The US machine tool industry has navigated through volatile markets in recent years. While the number of new orders has...
Research Briefing
Ahead of this spring's Two Sessions, we expect officials to realistically stake their growth target at around 4.5% in 2024...
Research Briefing
We think US high-yield spreads will trade at or below 400 bps throughout this year. Upward revisions to our US...