Research Briefing
Our new demographic projection suggests rapid international migration will boost Canada's population to 42mn by 2025, which would be a...
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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...
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.