Research Briefing
With Liz Truss's agenda of tax cuts and supply-side reforms dead before it had even begun, her resignation as UK...
Research Briefing
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Displaying 1 to 20 of 2253 results
Research Briefing
We do not believe the moderate recession forecast this winter and the deepening housing correction completely undermines the medium-term case...
Research Briefing
The new UK Chancellor's decision to reverse almost all September's mini-Budget tax cuts plus action to limit the cost of...
Research Briefing
Debt costs continue to soar across advanced economies, threatening to push commercial real estate markets into distress. We believe that...
Research Briefing
After five consecutive years of production cuts, Japan's key auto industry looks poised for recovery. Unfilled orders are still elevated,...
Research Briefing
Supply chain strains eased in September after increasing slightly in August. Transportation pressures subsided the most of all our tracker's...
Research Briefing
In our view, the IMF's recent downgrade of its global GDP growth forecast looks too optimistic. The IMF estimates that...
Research Briefing
The cost of debt for real estate has risen steeply in recent months, as credit conditions tighten, loan margins widen,...
Research Briefing
African purchasing managers' index (PMI) readings for Q3 2022 reflect economic weakness on the continent and we expect GDP data...
Research Briefing
We expect eurozone industrial production to contract by a cumulative 3% over the next few quarters due to the severe...
Research Briefing
We estimate the recent surge in swap rates – a key driver of mortgage rates – means that UK house...
Research Briefing
Further moderate downgrades to the near-term outlook for advanced economies (AEs) have pushed our global GDP forecast perilously close to...
BoE governor Andrew Bailey's insistence that emergency support will end on Friday is an unsustainable position that we expect to...
Research Briefing
More needs to be done to increase female participation in the workplace, which will allow Japan to significantly raise its...
Research Briefing
According to the proposal of the German government's expert commission around half of the recently agreed €200bn fiscal package or...
Research Briefing
The September jobs data report and the August JOLTS offered some signs of a loosening in labor market conditions. Job...
Research Briefing
The National Bank of Poland (NBP) kept its policy rate unchanged at 6.75% yesterday, undershooting consensus and our expectation of...
Research Briefing
The pieces are almost in place for a high conviction OW on Asian local currency debt, but not quite. Indeed, we maintain a...
Research Briefing
The question of debt restructuring is becoming a more pressing one: in recent weeks, a number of African sovereigns have...
Research Briefing
The ongoing surge in mortgage rates in advanced economies threatens to push some housing markets into steep downturns. Housing prices...
