Research Briefing
Growth in most LatAm economies will be below consensus. Economic momentum has surprised to the upside through most of 2023,...
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Research Briefing
Growth in most LatAm economies will be below consensus. Economic momentum has surprised to the upside through most of 2023,...
Research Briefing
After nearly doubling in size from 2017 through 2022, the warehousing and storage sector shed jobs over the last five...
Research Briefing
Our measure of financial conditions has become less restrictive in the US and started to loosen in the eurozone and...
Research Briefing
After a year of stagnating activity, the eurozone economy will continue to struggle to gain traction in the near term...
Research Briefing
The UK's house price correction has been mild so far and recent data has indicated the market may be more...
Research Briefing
Our new demographic projection suggests rapid international migration will boost Canada's population to 42mn by 2025, which would be a...
Research Briefing
More market participants appear to have become confident that the wage-driven inflation is real, which will encourage the Bank of...
Research Briefing
This 5-page report identifies five key themes that will shape our Industry Climate Service research agenda over the course of...
Research Briefing
With the US Fed expected to remain on hold for a prolonged period, rate decisions in Asia are likely to...
Research Briefing
Much of the recent industrial underperformance in advanced economies is consistent with a slowdown triggered by the monetary policy shock...
Research Briefing
While we expect that sector selection will still be an important component to generating alpha in commercial real estate investment,...
Research Briefing
Despite strong growth in recent years, the California economy is facing multiple challenges, not least to its key entertainment and...
Research Briefing
Vietnam's GDP grew by an average rate of 7% annually in the past three decades, surpassing all its ASEAN regional...
Research Briefing
The UK's house price correction has been mild so far and recent data has indicated the market may be more...
Research Briefing
The GCC countries have approved a unified tourism visa system which aims to boost tourism and economic diversification across the...
Research Briefing
The dollar will continue to be supported by a high carry and the relative resilience of the US economy. Even...
Research Briefing
The chip sector is profoundly important in some Asian countries, given their role in the global semiconductor supply chain. As...
Research Briefing
Global GDP growth and inflation will slow in 2024 and central banks will begin to pivot in H2 – at...
Research Briefing
We expect a material slowdown in the US economy in the next couple of quarters to give way to a...
Research Briefing
We expect widespread declines in inflation and interest rates in 2024 across advanced economies. A key differentiator, however, is that...