Research Briefing
Since the pandemic, our view of the medium-term outlook has shifted to become more pessimistic on inflation and equity market...
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Research Briefing
Since the pandemic, our view of the medium-term outlook has shifted to become more pessimistic on inflation and equity market...
Research Briefing
Positive developments in energy markets mean the risk of a sharp downturn in the eurozone during the winter has diminished...
Research Briefing
Though a correction in values is firmly underway for European commercial real estate markets, we believe the worst is yet...
Research Briefing
Metal prices ended 2022 lower than they started the year, despite the Russian invasion of Ukraine initially causing prices to...
Research Briefing
Our cross asset framework is based on five proprietary indicators (economic cycle, credit impulse, financial stress, relative valuation, and sentiment)...
Research Briefing
Bengaluru's and Hyderabad’s economies will most likely continue to outperform their Asia Pacific and Indian peers in terms of growth...
Research Briefing
While China's sooner-than-expected reopening has led some to pencil in a more robust rebound in 2023, we are more cautious.
Research Briefing
Bengaluru's and Hyderabad’s economies will most likely continue to outperform their Asia Pacific and Indian peers in terms of growth...
Research Briefing
Growth in the labour supply in advanced economies has been significantly weaker since the start of 2020 than prior to...
Research Briefing
Seattle faces a number of challenges including the threat of tech layoffs, but its aerospace sector is finally recovering.
Although a cloud of uncertainty continues to hover over the metro, San Francisco welcomed a moderate return of tourists and...
Research Briefing
We expect GDP growth across many of China’s major cities to improve in 2023 following the largely weak performances in 2022. But the near-term outlook remains tentative.
Research Briefing
We forecast GDP will increase in 32 of the 50 largest metros in 2023. Tech metros and those with significant...
Research Briefing
Despite sluggish demand growth prospects, advanced economies (AEs) automotives production growth is forecast to accelerate in 2023 as easing supply...
Research Briefing
After a mixed 2022, with post-pandemic recovery driving strong growth in the first half of the year, a recession over...
Research Briefing
The Czech National Bank (CNB) kept the policy rate unchanged at 7% for the fourth consecutive meeting today, in line...
Research Briefing
While nearly every metro in Canada will experience at least a minor recession between Q4 2022 and Q3 2023, on...
Research Briefing
Middle Eastern and North African cities are set to experience some of the fastest rates of employment and population growth...
Research Briefing
We doubt the surprise move from the Bank of Japan to expand the tolerance range for 10-year JGB yields to...
Research Briefing
Global travel will show resilience in the face of the approaching economic downturn signalled by the pace of forward bookings...