Research Briefing
The Gulf Cooperation Council (GCC) region will expand less than we initially thought this year, but growth will improve in...
Research Briefing
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One month into the Israeli-Palestinian conflict, cruise operators have responded swiftly to geopolitical disturbances in the Middle East by modifying...
Research Briefing
Global urban consumers have faced numerous difficulties in recent times, and the near-term outlook looks challenging still. Rising interest rates...
Research Briefing
The rapid surge in interest rates will continue to weigh on the Nordic economies next year with little external support,...
In our latest monthly forecast, we raised our aggregate 2023 GDP growth forecast for emerging markets (EMs) by 0.1ppt to 4.1%. We raised our 2023 GDP growth forecast for China...
Research Briefing
Over a third of London’s greenhouse gases arise from heating and lighting the capital’s residential buildings. Removing those emissions by...
Research Briefing
We are unconvinced that recent measures mark a turning point in China's housing downturn, just as we were cautious of...
Research Briefing
After a difficult 2023, we think five key themes will shape the outlook for commercial real estate next year.
Research Briefing
Emerging market (EM) GDP growth will disappoint next year but EM central banks will reap the dividends of credible policies...
Research Briefing
Inflation will likely decelerate in 2024 as the impact of imported inflation wanes. We expect the Bank of Japan will...
Research Briefing
Next year holds promise for the dawning of a new industry in Africa and somewhat of a commercial renaissance taking...
Research Briefing
We forecast no rate cuts by the Fed up to and including the July meeting, while the market prices 72bps....
Research Briefing
We think risk assets will underperform in 2024. We map out the implications of our key 2024 global macro themes...
Research Briefing
In this presentation deck, we grappled with some of the Africa’s most pressing issues for 2024 and beyond. We explored...
Research Briefing
In 2024, the main influence on Asia is likely to be a global slowdown, particularly in China and the US....
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...
