Research Briefing
Our 2023 growth forecast of 4.5% for China is still 6-tenths below the consensus’ 5.1%, owing to a more cautious...
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Research Briefing
Our 2023 growth forecast of 4.5% for China is still 6-tenths below the consensus’ 5.1%, owing to a more cautious...
Research Briefing
The UK badly needs a strategy to improve potential economic growth and for the government to make it a central...
Research Briefing
The incoming data likely warrant some adjustments to the baseline forecast, particularly for the path of the target range for...
Research Briefing
We estimate that reforms to France's pension system proposed by the government would increase the labour force by 1.4%, lifting...
Research Briefing
A cautious 2023 budget amid the need to stabilize government finances post pandemic means that fiscal policy won't be able...
Research Briefing
By 2024, cruise capacity is expected to exceed its 2019 levels by 16%. As a result, the sector faces not...
Research Briefing
After a difficult 2022 for UK households, we expect real income to fall 1.2% in 2023 due to a range...
Research Briefing
In this Research Briefing, we will focus on the four most important elections scheduled for 2023: Nigeria, Zimbabwe, Gabon's and the Democratic Republic of Congo (DRC).
Research Briefing
Cities are the primary centres for driving economic growth around the world. Today, the urban economic landscape is dominated by...
Research Briefing
Our indicators suggest global economic sentiment is improving despite the impact of higher interest rates, geopolitical uncertainty, and the squeeze...
Research Briefing
Housing affordability deteriorated in 2022 by the most since the housing crisis and rebalancing is needed to foment healthier market...
Research Briefing
The government's announcement that the country's oil output will be reduced by 0.5 mn b/d in March is not a...
Research Briefing
Spring festival spending data showed consumer spending in China clearly now on an uptrend, but as we've argued before, this will not last.
Research Briefing
Supply chain stress fell at the beginning of the year and further easing is likely due to weaker domestic and...
Research Briefing
A string of positive high-frequency data and an upside surprise in the flash GDP estimate for Q4 2022 have prompted...
Research Briefing
The powerful earthquakes that hit Turkey and Syria on February 6 have caused a human tragedy; at the time of writing, over 11000 people have been...
Research Briefing
Although it still faces promising growth from the continued investment in new semiconductor facilities, Phoenix growth slowed somewhat in 2022.
Research Briefing
Our Policy Impact Model (PIM) helps to measure the potential impact of intervention and can help local authorities and their...
Research Briefing
Even without rate hikes, central banks' monetary policies can effectively tighten if the nominal neutral rate falls below the policy...
Research Briefing
We now incorporate a faster recovery from the post-Covid exit wave and raise our 2023 full-year GDP growth forecast to...