Treasury yields declined and risk sentiment improved as ceasefire hopes lifted markets, but uncertainty around Iran talks persists. Can this...
Research Briefing
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Displaying 1 to 20 of 2344 results
Research Briefing
RESEARCH BRIEFING Global Cruise Surge Fueled by Value & Destinations Cruising has grown rapidly, driven by rising travel demand, unique...
Research Briefing
APAC’s interventionist government measures are imposing macroeconomic costs that markets may be underestimating.
Research Briefing
We expect enterprise technology spending in the Americas to grow 6.5% in 2026 in US$ terms, and 5.9% in real...
Research Briefing
A prolonged closure of the Strait of Hormuz could send shockwaves through global industry, but which sectors and regions are...
Research Briefing
Supply chains are under more strain as fuel and shipping costs rise and key chip materials become harder to source—but...
Research Briefing
Disruptions in the Strait of Hormuz and escalating Iran tensions are driving inflation and downside growth risks in Australia.
Research Briefing
We expect the Gulf Cooperation Council (GCC) economies to enter recession in the first half of this year as the...
Research Briefing
Higher oil prices may lift short-term inflation expectations, but long-term expectations remain anchored near the Fed’s 2% target. This limits...
Research Briefing
Global trade faces mixed forces, with tariff easing supporting growth while Middle East conflict poses downside risks.
Research Briefing
The disruption in oil prices due to the Iran conflict will have a disproportionate impact on low-income households, as they...
Research Briefing
We now expect world GDP growth of 2.6% this year, down from our forecast of 3.0% in February.
Research Briefing
We have substantially upgraded our oil price forecasts, expecting Brent to average $114 per barrel in Q2.
Research Briefing
The Iran conflict's economic fallout shouldn't curb Eurozone consumer spending much, but the impact could linger.
Research Briefing
Hungary’s election is set to reshape the political landscape, with the opposition expected to win most seats. While this could...
Research Briefing
Latin America’s cities are entering a new phase of growth, shaped by rising incomes, demographics, and shifting policy—which cities will...
Research Briefing
The conflict in the Middle East delivered an immediate shock to global trade, but the impacts aren't uniform across regions...
Research Briefing
Canada's changing demographic dynamics have major implications at a subnational level.
Research Briefing
War in the Middle East and the shutdown of Qatari LNG exports have effectively removed roughly 20% of global LNG...
Research Briefing
We revised our forecast for consumer spending down in the second March baseline, released Friday, to reflect higher oil prices,...
