Research Briefing
Though our baseline forecast this year is a shallow global recession in the first half of the year the uncertainty...
Research Briefing
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Displaying 1 to 20 of 2286 results
Research Briefing
Major shocks over the past two years have prompted US manufacturing firms to rethink their supply chains, with greater inventory...
Research Briefing
House prices have fallen rapidly in several economies over recent months and more pain looks likely in 2023.
Research Briefing
The latest Beige Book revealed an economy that on balance was treading water heading into 2023.
Research Briefing
China is confronting the impact of a profound demographic shift on labour force growth and the economy, after official data...
Research Briefing
The Bank of Japan maintained its monetary policy settings at today’s (18th Jan) meeting. At the same time, the BoJ...
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
Black Friday sales are becoming a larger part of the retail landscape. In recent years, consumers are increasingly delaying purchases...
Research Briefing
China’s late December announcement to reopen its borders in January 2023 came as a surprise to the international community and...
Research Briefing
Inflation in Asia over the past year has by and large been a story of external supply shocks, rather than...
Research Briefing
In December, the Bank of Japan surprised markets by widening the allowance corridor for the 10-year JGB yield target, aiming to fortify its Yield Curve Control policy. The shift effectively results in a tightening of monetary policy, although we think the impact on growth will be limited.
Research Briefing
A couple more rate hikes from the RBA are anticipated early this year, lifting the cash rate target to a...
Research Briefing
Financial conditions have deteriorated across ASEAN-5 economies to varying degrees. As well as monetary tightening, a broad depreciation of currencies...
Research Briefing
Carbon price policies vary in design and scope. To make prices comparable, we calculate an emissions-weighted average price or "effective...
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...
