Research Briefing
We now expect Bank Indonesia to start cutting the policy rate in Q4 2023, earlier than our previous expectation of Q1...
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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...
Research Briefing
Air transport is, for good reason, considered one of the hardest to decarbonise sectors of the economy. While there have...
Research Briefing
Monetary policy is at a critical juncture. After decades of low and stable inflation, the seismic supply adverse shocks and...
Research Briefing
Spot crude oil prices continue to be held back by demand woes, despite recent moves to tighten the market by...
Research Briefing
Price forecasts for lithium, cobalt price and palladium are now added to our Global Climate Service. This valuable enhancement will...
Research Briefing
After decades of outperforming the broader economy, growth in tech spending by US businesses has become much more dependent on...
Research Briefing
Supply chain stress has eased significantly despite resilient consumer and business spending, a reassuring development for the inflation outlook.
Research Briefing
The recent blame put on rising company profits as a key driver of consumer price inflation in Australia is overstated....
Research Briefing
The pipeline of build-to-rent (BTR) developments across Australia continues to swell, with our project tracking currently capturing a pipeline of...
Research Briefing
Recent bank funding turmoil is likely to lead to tighter lending conditions in commercial real estate markets in the Asia-Pacific...
We now expect eurozone all-property capital values to fall by 10% this year, after a 3% correction last year, and...
Research Briefing
We project Japan's CPI inflation will slow in H2 as import costs trend downward. The current record price passthrough is unsustainable given sluggish demand and firms' weak pricing power.
Research Briefing
China's systemic inclinations towards a low price environment, but weak prices have raised the spectre of deflation and led to rising market...
Research Briefing
Critical minerals are metal and non-metal compounds essential to modern technologies and whose supply chain is at risk of being...
Research Briefing
Q1 global industrial activity surprised to the upside, as the impact of tighter monetary policy across numerous economies was offset...
Research Briefing
New research by Oxford Economics suggests that construction materials prices have shifted permanently higher due to the shocks of the...
Research Briefing
After a choppy first quarter of GDP data, our novel Activity Trackers (which incorporate proprietary daily sentiment data from Penta)...
Research Briefing
Artificial Intelligence has the potential to fix the world's productivity problems, just as previous general purpose technologies such as steam...