Research Briefing
Despite the new government's 2026 budget being slightly more timid than anticipated, we don't plan major changes to our outlook....
Research Briefing
Explore our economic briefings, providing key insights into market trends and economic developments. Download the full reports for comprehensive data and detailed analysis to help you stay ahead in a changing economy.
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Displaying 1 to 20 of 2250 results
Research Briefing
US construction forecast highlights for 2025–2034, including infrastructure growth, housing outlook, spending trends, and price and rate projections.
Research Briefing
Research Briefing How trade shapes the winners and losers of AI boom Why AI’s biggest trade impact comes from investment...
Research Briefing
Research Briefing US International Inbound: Lessons from 2025, Outlook for 2026 Assessing our forecast and the new shape of US...
Research Briefing
AI-related investment is unlikely to be a near-term driver of GDP growth in the EU, unlike the US where it...
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.75% at its January meeting. Although our current baseline expects...
Research Briefing
The odds of our baseline view of most US tariffs on Canada and Mexico being removed by mid-2026 are decreasing....
Research Briefing
Japanese government bond yields have surged over the past few weeks. Here, we answer the most frequently asked questions about...
Research Briefing
News-based measures show a sharp rise in uncertainty in early 2026, driven by geopolitics and tariffs. But survey evidence and...
Research Briefing
The ICT sector has been a key engine of economic growth for European cities over the last 25 years.
Research Briefing
The data released over the past week don't warrant changes to our latest baseline forecast for growth to improve this...
Research Briefing
With US tariff threats escalating over Greenland and Europe weighing retaliation, could this standoff trigger a broader trade war and...
Research Briefing
Commercial real estate development pipelines across Asia-Pacific are contracting structurally. Falling supply over the next two-three years is creating a...
Research Briefing
We expect the ongoing memory chip shortage to be particularly harmful for the purchasers of traditional memory chips such as...
Research Briefing
We have upgraded our outlook for business investment and productivity in Japan following the December transition to 2020 as the...
Research Briefing
The Milano–Cortina Winter Olympics 2026 is set to redefine the tourism impact of a Winter Olympic Games. Designed around a...
Research Briefing
We expect economic growth to strengthen in the Gulf Cooperation Council region in 2026. In contrast, growth in Turkey will...
Research Briefing
As progress on climate change mitigation continues and low-carbon technologies are heading into 2026 with strong momentum, significant headwinds await.
Research Briefing
Ugandans head to the polls on Thursday, January 15, for presidential and legislative elections.
Research Briefing
Canada’s 2026 outlook hinges on USMCA renegotiation. If trade risks ease, the year could mark an inflection point for investment...
