Research Briefing
A cold winter in Europe would require drastic cuts in gas consumption – consistent with hard rationing – in Germany...
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Research Briefing
A cold winter in Europe would require drastic cuts in gas consumption – consistent with hard rationing – in Germany...
Research Briefing
The consumption recovery in Japan has been noticeably slower than in other advanced economies. The recent pick up in the pace of the recovery was mainly brought about...
Research Briefing
Land values across Asia Pacific are coming under increasing pressure as developers look to preserve margins.
Research Briefing
Ukraine's successful counteroffensive in Kharkiv in the north-east of the country has stoked hopes of a Ukraine victory and perhaps...
Research Briefing
We now expect Denmark to enter a shallow recession in Q3 this year, ending in Q1 2023, due to rising...
Research Briefing
Supply chain conditions in the US improved in August. Transportation strains eased as shipping gridlocks loosened, inflation pressures declined, labor...
Research Briefing
Sky-high gas prices and aggressive monetary policy tightening have pushed the global economy to the brink of a late 2022/early...
Research Briefing
One of the key expected outcomes from the upcoming COP27 summit in Egypt is for earnest action to be taken...
Research Briefing
Argentina's best shot at keeping its IMF deal afloat, regaining market access, and repaying bondholders is by boosting its forex...
Research Briefing
The UK government's energy price guarantee will mean a much lower peak for inflation, reducing the damage to household incomes....
Research Briefing
We think the REIT market has overcorrected despite the headwinds from higher energy prices and inflation this winter. Global REIT...
Research Briefing
South Africa faces a serious risk of being 'grey listed' by the international Financial Action Task Force (FATF), which will...
Research Briefing
Although the risk of hard energy rationing has diminished, demand destruction triggered by the surge in energy prices has led...
Research Briefing
Metros that are home to a large share of headquarters saw higher growth in headquarter-specific jobs than in other sectors....
Research Briefing
The acceleration in nominal wage growth rates in Central and Eastern European (CEE) economies over the past couple of quarters...
Research Briefing
We will increase gas prices and inflation and cut GDP growth in the September forecast round, with the eurozone economy...
Research Briefing
Japan's labour force has increased due to rising labour participation by females and seniors, despite a decline in the working-age population. However, hours worked per capita have been...
Research Briefing
The MENA region is a key player in the energy sector as a large producer of oil and gas, but...
Research Briefing
We have long been expecting a dovish pivot from the ECB at the turn of the year as supply-driven core...
Research Briefing
A combination of recession on the horizon, high inflation forecasted for the short term and rapid central bank tightening is...