Research Briefing
Our view is that the flurry of elections across Asia this year generally do not look like high-risk events for...
Research Briefing
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Displaying 1 to 20 of 2250 results
Research Briefing
We were a little surprised that Fed officials had not pushed back harder against market expectations for aggressive rate cuts...
Research Briefing
The Canadian economy will begin 2024 still mired in recession as the lagged impact of higher interest rates continues to...
Global travel recovery will continue in 2024 despite a slower economic backdrop. Many countries that were previously expected to endure...
Research Briefing
We expect another year of industrial metal price weakness in 2024 and are generally below consensus. Metal demand will remain...
Research Briefing
The US has come out of the pandemic in better shape than China with GDP above pre-pandemic forecasts, whereas China...
A plunge in consumer spending in 2022-23 has been a key factor behind the poor performance of the Czech economy....
Research Briefing
China heads into 2024 with relatively loose policy settings, but private sector sentiment constrained by property pessimism. Policy efforts will...
Research Briefing
The Indian economy has been more resilient than expected in 2023, but we believe the slowdown has only been postponed...
Research Briefing
The economy is weakening, but the incoming data are consistent with a slowdown rather than a technical recession.
Research Briefing
The Bank of Japan left both short-term and long-term policy rates unchanged at Tuesday's meeting. Amid a decline in global...
Research Briefing
2023 has been a turbulent year for global industry, with growth on track to come in lower than any other...
Research Briefing
Australian bond yields have risen over the past 18 months, highly influenced by movements in the US, reflecting more hawkish...
Research Briefing
Unsurprisingly, the COP28 international climate conference did not end with a dramatic shift in the world's response to climate change....
Research Briefing
Following a year of subdued global growth in 2023, we think a further softening of economic conditions is likely next...
Research Briefing
Weak demand, profit margin compression, easing pipeline pressures, and abating supply bottlenecks mean we see core goods inflation strongly coming down...
Research Briefing
While we believe interest rate hikes are mostly over, interest-sensitive sectors are being weighed down by the cumulative impact of...
Research Briefing
Indonesia's domestic demand has proved surprisingly resilient to monetary tightening in 2023, prompting multiple upgrades to our growth forecast this...
Research Briefing
The Gulf Cooperation Council (GCC) region will expand less than we initially thought this year, but growth will improve in...
One month into the Israeli-Palestinian conflict, cruise operators have responded swiftly to geopolitical disturbances in the Middle East by modifying...
