Research Briefing
The impact of the lockdowns and Covid-19-related restrictions in China were severe in the second quarter of 2022. We have...
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Research Briefing
The impact of the lockdowns and Covid-19-related restrictions in China were severe in the second quarter of 2022. We have...
Research Briefing
While US policy rates will rise further in the near-term, the long-run neutral rate – the interest rate consistent with...
Research Briefing
We expect Canada to enter a recession in Q4 2022 and as a result, most metros including Toronto, Montreal, and...
Research Briefing
We forecast copper prices to fall over the next six months as global economic growth deteriorates and surging energy prices...
Research Briefing
We do not expect a long-lasting rebound in sterling (or gilts) anytime soon, given the lack of a credible fiscal...
Research Briefing
The negative market reaction to last week's fiscal announcements appears to be a function of doubts over the credibility of...
Research Briefing
The real-wages squeeze, slowing retail sales, and falling commodity and producer prices all point to inflation slowing down, albeit slowly....
Research Briefing
The Bank of Japan (BoJ) left monetary policy unchanged at today's (22nd Sep) meeting, maintaining current short- and long-term interest rates, despite...
Research Briefing
Our baseline economic outlook now assumes a mild US recession in the first half of 2023. Despite moderate improvement in...
Research Briefing
Concerns about energy security and extreme weather events support the case to accelerate the development of renewable sources of energy...
Research Briefing
We continue to believe the global economy will narrowly avoid a recession, despite expecting the US, Canada, and most of...
Research Briefing
Businesses continue to downgrade their expectations for the global economy, based on our latest survey of risk perceptions. On average,...
Research Briefing
Odds of a downturn in Canada have just crossed a tipping point and we now expect a moderate recession starting...
Research Briefing
Downside risks to our near-term outlook for global real estate are mounting, as the global economic outlook has continued to deteriorate over the...
Research Briefing
Brazil's October presidential election will likely be decided in a runoff between two arch-rivals: the far-right Jair Bolsonaro and left-wing...
Research Briefing
We expect a shallow but protracted recession in Finland from Q3 this year to Q1 2023, with a contraction of...
Research Briefing
Though global recession fears are mounting, our newly developed emerging markets activity trackers show most EMs are now outperforming compared...
Research Briefing
Upward revisions to recent quarters have pushed up our Sweden growth forecast for 2022 to 3%. That said, we expect...
Research Briefing
We expect the Reserve Bank of India (RBI) will hike another 35bps-50bps at its meeting this month. We think the...
Research Briefing
We expect a limited increase in policy rates across Asia, and most central banks are unlikely to match the Fed’s...