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
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Displaying 1 to 20 of 2303 results
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...
We believe the most significant policy measures to come through in the budget for residential building are the announced tax...
Research Briefing
We have said activity data would slow sequentially from Q1. Four months into the reopening, China's economic recovery can best...
Even without a steep drop in prices, the downturn in South Korea’s property sector is a source of worry given...
Research Briefing
Our long-term income and consumer spending forecasts reveal the high-potential urban consumer markets of the future. We identify four key...
Research Briefing
While decoupling in specific industries is a concern for global trade, deglobalisation at a larger scale presents a small but...
Research Briefing
Supply chain stress eased in April, which will put downward pressure on goods prices and allow the Fed to pause...
Research Briefing
The Inflation Reduction Act and the CHIPS Act that passed last summer are spurring a sharp rise in investment in...
Research Briefing
We are adding a depreciation risk premium that incorporates climate transition risk to our required returns framework.
Research Briefing
We believe the most significant policy measures to come through in the budget for residential building are the announced tax...
Research Briefing
The Treasury announced its full acceptance of findings and recommendations in the latest release of the independent review of Inland...
Research Briefing
Despite the US dollar already moderating from a multi-year peak in late 2022, we expect it to remain relatively strong...
Research Briefing
Eurozone central banks became unprofitable last year, and near-term operational losses are likely to persist as banks exit the accommodative...
Research Briefing
There are four ways Treasury can avoid a near-term default on any of its obligations: Democrats and Republicans reach a...
Research Briefing
Though the impact of a slowing global economy is weighing on Asian economies, we expect fiscal consolidation to continue, which...
