Research Briefing
UK government's U-turns on tax cuts, the prospect of further fiscal policy tightening, and calmer financial markets mean the Monetary...
Research Briefing
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Displaying 1 to 20 of 2286 results
Research Briefing
After a surge in global merchandise trade in 2021, activity has slowed in 2022 due to several factors, including shifting...
Research Briefing
Central banks around the world are raising interest rates and shrinking balance sheets, but financial conditions are not under enough...
Research Briefing
We believe 2023 is likely to be a difficult year for nearly all Asian economies. Growth should slow everywhere, except...
Research Briefing
2023 is likely to be a difficult year for most Asian economies with growth slowdowns, stubborn inflation, and sticky policy...
Research Briefing
Revisions to personal income and spending data suggest US households accumulated a smaller stock of excess savings and have depleted...
Research Briefing
With the world on the cusp of a property market downturn, we have modelled three scenarios for more severe housing...
Research Briefing
We expect El Salvador to avoid default in 2023, but unsustainable public debt and dangerously low reserves will trigger restructuring...
Research Briefing
Central banks and many other forecasters may be underestimating the risk of persistently high inflation. While our view is that...
Our Housing Affordability Indices showed affordability worsened in the US and Canada in Q2 due to sharply higher mortgage rates....
Research Briefing
Anything but a 75bps hike of the ECB's key policy rates after next week's council meeting would be a big...
Research Briefing
Soaring debt costs across advanced economies threaten to push commercial real estate markets into distress. DM REITs are likely to...
Research Briefing
Egyptian authorities met with IMF staff on the sidelines of the IMF and the World Bank annual meetings held in...
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
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...
