Research Briefing
Canada’s 2026 outlook hinges on USMCA renegotiation. If trade risks ease, the year could mark an inflection point for investment...
Research Briefing
Explore our economic briefings, providing key insights into market trends and economic developments. Download the full reports for comprehensive data and detailed analysis to help you stay ahead in a changing economy.
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Displaying 1 to 20 of 2251 results
Research Briefing
We think the Czech 10-year bond yield is on track to breach 5% in the coming months, as the markets continue to price in the...
Research Briefing
Midterm voters seem to form their opinion around the economy in the summer and fall. How the economy, and especially...
Research Briefing
AI is increasingly blamed for job losses, yet the data tells a more complex story. Are workers truly being replaced...
Research Briefing
Gilt yields are expected to ease over the coming years, but higher term premia, fiscal pressures, and shifting investor demand...
Research Briefing
Trade restrictions, increasing competition in higher value-added industries, and elevated AI investment will push cities onto different growth paths.
Research Briefing
We forecast construction activity will rebound in 2026, underpinned by four key themes that will define the year.
Research Briefing
The US attack on Venezuela over the weekend dramatically increases uncertainty about the future of its political regime, but the...
Research Briefing
Even under our strong upside scenarios for oil and migrant return, Venezuela's GDP returns to just 50% below the 2013...
Research Briefing
Travel demand will defy the slowdown in economic growth in 2026. International visitor growth is expected to accelerate to 8%...
Research Briefing
Our supply-chain stress index rose in October after sticking within a narrow range over the past year. Volatile trade flows...
Research Briefing
Australia faces a series of tussles for 2026 – inflation versus the RBA, public versus private demand and homeowners versus...
Research Briefing
The Bank of Japan raised its policy rate by 0.25ppts to 0.75% at its meeting on Friday, which the dovish...
Research Briefing
We're raising our forecast for light vehicle sales to 15.7mn next year to reflect improving affordability, the new-car loan interest...
Research Briefing
Brent crude is expected to fall below consensus as supply outpaces demand, leaving the market vulnerable to a prolonged surplus....
Research Briefing
AI adoption and cloud demand are driving unprecedented data centre expansion. What risks and bottlenecks could slow the growth?
Research Briefing
Global trade will be caught in a tug-of-war between tariffs and AI, capping growth at 1.2% in 2026.
Research Briefing
Canada’s industrial property outlook for 2026 points to broad resilience. Explore which markets fare better and the key risks influencing...
LatAm economies will lose momentum in 2026, but some will fare better.
Research Briefing
Europe’s cities are at a critical point, with population stagnation, weakened industrial competitiveness, and acute housing crises weighing heavily on...
