Research Briefing
Canada's early-season wildfires have caused massive destruction and dislocation in their paths – we estimate they have already reduced GDP...
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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...
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...