Research Briefing
The outlook for European residential real estate is improving. The prospect of lower interest rates means house price corrections are...
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Research Briefing
The outlook for European residential real estate is improving. The prospect of lower interest rates means house price corrections are...
Research Briefing
Chinese outbound travel is well on the path to recovery. Domestic travel recovered to pre-pandemic levels in 2023 and we...
Research Briefing
Under our latest climate scenario analysis, net zero policies in the US will have highly unequal impacts across states and...
Research Briefing
Disruption to shipping through the Red Sea now looks likely to keep transport costs elevated at least for the next...
Research Briefing
We move to a modest overweight on risk assets this month as we have become more optimistic on the global...
Research Briefing
Generous subsidies to apprenticeships introduced in 2020 have pushed up French employment numbers and will continue to if the policy...
Research Briefing
This Research Briefing provides an overview of the most consequential elections being run in Africa this year: South Africa's general...
Research Briefing
With goods price disinflation now well and truly entrenched, upside risks to the inflation outlook lie with services components. Services...
Research Briefing
Artificial Intelligence (AI) is shifting the impact of automation towards highly-skilled, intellectual occupations, meaning that cities that are highly reliant...
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...