Research Briefing
The recent turmoil in US bank funding will likely feed into tighter lending standards to commercial property, dampening the outlook...
Research Briefing
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Displaying 1 to 20 of 2286 results
Research Briefing
The failure of Silicon Valley Bank and other stresses in the global banking system have triggered a sharp repricing in...
Research Briefing
The ECB sent a clear and balanced message at its meeting this week despite the heightened market stress caused by...
Research Briefing
US authorities appear to have contained the fallout from the collapse of two regional banks – Silicon Valley Bank (SVB)...
Research Briefing
We expect the Philippines' 10-year government bond yield to trend down in 2023-2024, after rising continuously since Q3 2020.
Research Briefing
We forecast the Mexican peso will appreciate by 4.9% in 2023 to an average of 19.2/US$, up from 20.2/US$ last...
Research Briefing
We expect global inflation to return to pre-crisis levels faster than it took to reach its peak. While any number...
Research Briefing
Cost and availability of financing are critical to the health of construction markets. With interest rates at historically low levels...
Research Briefing
At Governor Kuroda's final policy meeting, the Bank of Japan (BoJ) left short-term policy rates at -0.1% and long-term rates at around 0%. Despite mounting...
Research Briefing
The failure of two US banks caught financial markets by surprise but we believe the macroeconomic implications are minor and...
Research Briefing
While recent economic developments support the notion that economies aren't heading into a major economic downturn, a global recession remains...
Research Briefing
The failures of Silvergate Capital and Silicon Valley Bank have not changed our baseline forecasts for GDP growth, inflation, or...
Research Briefing
Travel & Tourism accounted for 8% of global greenhouse gas emissions in 2019. Within Travel & Tourism, the lodging industry...
Research Briefing
We think the collapse of Silicon Valley Bank (SVB) will be contained and is not a sign of systemic risks...
Research Briefing
Last week's liquidation of Silvergate Capital and the collapse of Silicon Valley Bank (SVB) have raised questions about the risks...
Research Briefing
Our modelling finds few scenarios in which corporate credit offers a compelling return. Stickier inflation or a sharp sell-off in...
Research Briefing
In sizing the macro impact of recent US semiconductor export controls on China, we estimate a near-term drag of around...
Research Briefing
Global electric vehicle (EV) trade has grown undeterred in the last five years—increasing at a compound annual growth rate (CAGR)...
Research Briefing
Japan's structural labour shortage has deepened. While it may not result in a wage-inflation spiral now, labour scarcity will put...
Research Briefing
Metros labeled as "college towns" have consistently seen steadier yet often lower job growth than the US average over the...
