Research Briefing
The recent sharp fall in mortgage rates and continued strong growth in wages has significantly reduced the scale of the...
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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...
We remain modestly risk-on as our above-consensus view on US growth this year still favours risk assets over bonds.
Research Briefing
A pipeline of major projects (contract value at or above $50 million) totalling $15.4 billion nationally is expected to break...
Research Briefing
History suggests that presidential elections are not a significant driver of asset returns. That is, asset returns around elections are,...
Research Briefing
Presidential elections not only have major implications for the future path of fiscal policy and the macroeconomic outlook, but they...
Research Briefing
The latest results point to a broad-based decline in US profit margins in Q4, reversing a recovery in Q3. We...
Research Briefing
In this presentation deck, Innes McFee, Chief Global Economist, explains how the outlook for the year is cautiously optimistic. Over...
Research Briefing
After the sharp falls in eurozone inflation recently, a series of rate cuts this year by the European Central Bank...
Research Briefing
Florida's economic prospects remain strong. Its wider attractions for people and business have encouraged in-migration but also put pressure on...
Research Briefing
Our expectation for the US industrial sector to outperform other major commercial real estate sectors is predicated on the persistence...
Research Briefing
We think that global real estate investment trust (REIT) prices will continue to grow in H1 on the expectation that...
Research Briefing
Sub-Saharan cities will lead the way for GDP growth, but similarly strong demographic changes will limit gains in GDP per...