Research Briefing
According to findings from Tourism Economics’ latest Travel Industry Monitor (TIM), which tracks the views of tourism professionals every quarter,...
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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...
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...