Research Briefing
We expect the intensifying headwinds from higher interest rates, tightening lending standards, and weakening economic conditions to result in a...
Research Briefing
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Displaying 1 to 20 of 2254 results
Research Briefing
We think the stabilisation in global house prices is likely to prove short-lived. Already, the factors that prompted it, such...
Research Briefing
Following the failed coup in Russia over the weekend, we will not change our forecasts for GDP nor make significant changes to our commodity price forecasts. However, it highlights the...
Research Briefing
We have raised our aggregate GDP growth forecast for EMs in 2023 by 0.2ppts because most performed better than we...
Research Briefing
Our in-house financial conditions index reveals that while overall conditions are tight compared to pre-pandemic levels, Asia's financial conditions have been improving thanks to central banks' pause in rate hikes,...
Research Briefing
Mexico is the best-positioned emerging market to gain from "nearshoring." but that does not mean it has seen the greatest...
Research Briefing
We think that eurozone and US REIT prices will rise in H2 as inflation falls and interest rates peak. In...
Research Briefing
Businesses are increasingly hoping for early policy rate cuts to counter the potential fallout from banking system strains. Compared with...
Research Briefing
Canada's early-season wildfires have caused massive destruction and dislocation in their paths – we estimate they have already reduced GDP...
Research Briefing
Monetary policy is at a critical juncture. After decades of low and stable inflation, the seismic supply adverse shocks and...
Research Briefing
Digitalisation is enabling a manufacturing-led approach to buildings and infrastructure—we must embrace it to deliver a net zero future.
Research Briefing
We estimate that the ECB's job of taming elevated inflation will feature an unfavourable trade-off due to the uneven sectoral...
Research Briefing
The growing impact of climate change means that mitigation policy is becoming more prominent across the Nordic region. The transition...
Research Briefing
We expect downward pressure from multiple factors to push inflation lower by the end of 2023. Weaker demand and reduced...
Research Briefing
Net migration trends are poised to reverse course over the next five years compared to 2020 and 2021 as employees...
Research Briefing
Emerging market (EM) central banks' credibility to restrain inflation over the medium-term horizon remains intact despite the tests it's been...
Research Briefing
The Bank of Japan (BoJ) left short-term policy rates at -0.1% and long-term rates at around 0% at today's policy meeting. With...
Research Briefing
We now expect Bank Indonesia to start cutting the policy rate in Q4 2023, earlier than our previous expectation of Q1...
Research Briefing
In view of the surprise PBOC cut to the 7-day reverse repo rate, we now anticipate more rate cuts in...
Research Briefing
Global economic prospects remain relatively subdued. While we have revised up our expectations for global growth this year given the...
