Research Briefing
With most of the continent finally treating Covid as endemic, we expect APAC's private consumption growth to remain resilient in...
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Research Briefing
With most of the continent finally treating Covid as endemic, we expect APAC's private consumption growth to remain resilient in...
Research Briefing
Inflation is sufficiently elevated globally that even a month without any increase in prices still leaves inflation in most economies...
Research Briefing
The post-pandemic recovery in business investment in Japan is lagging other GDP contributors. But we expect the pent-up demand accumulated...
Some indicators suggest an uptick in the London economy in June, but underlying drivers are not at all favourable, with...
Research Briefing
There are five days to go until Kenya's high-stakes elections on August 9. All eyes are on the presidential vote,...
Research Briefing
The BoE today announced a 50bp rise in Bank Rate to 1.75%, despite publishing a forecast that suggests the UK...
Research Briefing
Consumer spending in 2022 is stronger in London than in other UK nations and regions, although most—if not all—of the...
Research Briefing
Africa is disproportionately affected by climate change. It accounts for only 3% of global greenhouse gas emissions, in contrast to...
Research Briefing
Higher inflation and weaker external demand as Europe battles with energy shortages have led us to lower our Norwegian mainland...
Research Briefing
Mortgage payment boycotts in China are a worrying development. But rather than being a potential trigger of crisis, we think...
Research Briefing
We have significantly downgraded our global real estate outlook since the launch of the Real Estate Economics Service six months...
Research Briefing
After multiple assertions that it would continue servicing its debt, Ukraine's government finally gave in to the inevitable, proposing to...
Research Briefing
A switch to electric vehicles (EVs) is vital if cities are to achieve net zero carbon emissions. In Europe the...
Research Briefing
The resignation of Prime Minister Mario Draghi is going to leave a policy vacuum in Italy. Snap elections are now...
Research Briefing
With its Black Sea ports under blockade, Ukraine's grain silos are brimming with millions of tons of cereals, with no...
Research Briefing
The ECB's decision to hike rates, abandon forward guidance and introduce an anti-fragmentation tool appear to reflect a balancing act...
Research Briefing
The BoJ's quarterly Outlook Report revised up the median CPI forecast to 2.3% from 1.9% for FY2022, but estimates for FY2023 at 1.4% and FY2024 at 1.3% remain short of the BoJ's 2% target.
Research Briefing
A consumer recession is almost inevitable in Chile and Colombia due to overheating domestic demand combined with the need to...
Research Briefing
Despite a better start to 2022 than previously estimated, we have kept our forecast for this year unchanged due to...
Research Briefing
We have kept our growth forecast for Sweden in 2022 largely unchanged but lowered it for next year to 1.6%...