Research Briefing
The US economy will need a lot of luck to avoid a recession next year because the headwinds are about to intensify. We...
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Research Briefing
The US economy will need a lot of luck to avoid a recession next year because the headwinds are about to intensify. We...
Research Briefing
Canada has likely just entered a moderate recession that will last for much of 2023.
Research Briefing
The easing in supply chain stress is an encouraging sign for the US inflation outlook, but conditions continue to drag...
Research Briefing
Growth in construction activity is expected to pick up in 2023, despite the spectre of recession in many advanced economies....
Research Briefing
We expect Central and Eastern Europe will start 2023 in a synchronized economic downturn, like the rest of the EU.
Research Briefing
German industry has been successful in reducing its consumption of gas relative to previous years, particularly in the second half...
Research Briefing
Financial conditions in Canada have tightened significantly this year and we estimate this will shave 0.7ppts off GDP growth by...
Research Briefing
The Federal Reserve knows that their mission to tame inflation isn’t complete, and odds are rising that the central bank...
Research Briefing
The 2023 outlook for the Gulf Cooperation Council (GCC) region will not compare to this year's spectacular expansion. That said,...
Research Briefing
Tightening US financial conditions over the past year will likely trim 0.2ppts from Q4 2022 GDP growth.
Research Briefing
We expect Italy to avoid gas rationing this winter and next, with our key scenario showing that at the end...
Research Briefing
We think the Bank of Korea (BoK) will continue to focus on inflation and the Korean won (KRW) even as headwinds to growth and financial stability rise. In our view, an extended...
Research Briefing
We have cut our US industrial outlook to reflect rising interest rates and economic uncertainty.
Research Briefing
While few observers expect to see any growth surprise in Japan, some have started to wonder whether global inflation may...
Research Briefing
Over 2023, we expect global food, energy, and goods inflation to fall sharply. That said, the degree to which services...
Research Briefing
In a tough global environment, we are below consensus on advanced economy growth and anticipate most will fall into recession...
Research Briefing
There is no perfect measure of nominal wages – each has its own blemishes. So, we've created a wage tracker...
Research Briefing
Swings in oil prices pack less of an economic punch than in the past but sudden increases can still be...
Research Briefing
Gold prices have been under pressure since the beginning of 2022, as high US real rates increase the opportunity cost...
Research Briefing
Economists Arup Raha and Theng Theng Tan identify 5 themes that are likely to be important for Asia in 2023.