Research Briefing
The dollar will continue to be supported by a high carry and the relative resilience of the US economy. Even...
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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...
Research Briefing
Idiosyncrasies in recent Asian trade data suggest that country-specific factors are becoming more influential and causing some countries' exports to buck cyclical trends. If that continues, the fortunes...
Research Briefing
In our latest forecast, we removed the mild recession from our baseline and now anticipate a prolonged period of below-trend...
Research Briefing
We expect weak consumer spending in the eurozone to persist throughout 2023 and into early 2024. Consumption has mainly been...
Research Briefing
We do not expect that a future Labour government would have much more impact on regional imbalances in the UK...
Research Briefing
We project the distribution of long-term economic pain inflicted by Covid will be similar to humans in the sense that those with pre-existing conditions will end up suffering the most.
Research Briefing
Based on the middle-income trap literature, we developed a long-term growth indicator that used 33 metrics to assess risks to...
Research Briefing
The work-from-home movement has proven it has staying power. As a main driver of the structural shift in the office...
Research Briefing
The Office for National Statistics' (ONS) recent decision to suspend publication of data from the Labour Force Survey (LFS) has...
Research Briefing
The relative resilience of G7 output in the face of aggressive rate hikes is partly due to the surprising strength...
Research Briefing
The senior population continues to migrate to Sun Belt metros, but the trend has abated as more seniors are deciding...
Research Briefing
Our latest scenario analysis suggests that the global economy would falter in the event of an escalation of the Israel-Hamas...
Research Briefing
The Monetary Policy Committee voted to keep Bank Rate at 5.25% at November's meeting. The lack of significant news on...
Research Briefing
The Bank of Japan (BoJ) left short- and long-term policy rates unchanged at -0.1% and around 0%, respectively, at the...
Research Briefing
The office sector in Australia is facing several headwinds, including reduced demand from hybrid working arrangements, slowing economic and employment...
Research Briefing
Our new Tourism Economics survey - Tourism Industry Monitor (TIM) - identifies optimism as industry experts expect global destinations to...