Research Briefing
Our long-term income and consumer spending forecasts reveal the high-potential urban consumer markets of the future. We identify four key...
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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...
Research Briefing
The odds of a recession have declined over the past several months because of a strong labor market, a deceleration...
Research Briefing
The Census Bureau released its long-term population projections in November. They paint a more pessimistic outlook for the US than...
Research Briefing
Surprisingly, the rate hiking cycle in the US has not been accompanied by a spike in financial distress. This partly...
Research Briefing
Chinese outbound travel finally restarted in 2023. This re-opening was keenly anticipated by global destinations, given the significance of China...
Research Briefing
The UK inflation outlook has been transformed by steep falls in oil and gas prices and the recent softening in...
Research Briefing
Growth in the main economic indicators (GDP, employment, and consumer spending) is likely to be weaker in 2024 than in...
Research Briefing
The US machine tool industry has navigated through volatile markets in recent years. While the number of new orders has...
Research Briefing
Ahead of this spring's Two Sessions, we expect officials to realistically stake their growth target at around 4.5% in 2024...
Research Briefing
We think US high-yield spreads will trade at or below 400 bps throughout this year. Upward revisions to our US...
The attacks on container ships by Houthi militants have, once again, revealed the underlying fragility of the international supply chains...
Research Briefing
We have identified five key challenges Africa faces in transitioning to renewable energy at the scale needed to combat climate...
Research Briefing
We assume the disruption to shipping caused by maritime attacks on commercial vessels in the Red Sea will be relatively...
Research Briefing
The upcoming elections will affect the US economy beyond 2024 and are a major source of near-term uncertainty. Although we...
Research Briefing
Global construction activity is now forecast to fall 1.6% in 2023 and rebound 0.5% in 2024 to $9.6tn. China’s real...