Research Briefing
The life sciences and related sectors are heavily concentrated in a handful of metros—Boston, San Francisco, New York, Washington, San...
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Research Briefing
The life sciences and related sectors are heavily concentrated in a handful of metros—Boston, San Francisco, New York, Washington, San...
Research Briefing
The global economic environment has shifted with international price inflation surging, monetary conditions being aggressively tightened, and a number of...
Research Briefing
As expected, the ECB council agreed to end the era of nonstandard monetary policy measures by September as it gears...
Research Briefing
High inflation and a tight jobs market, muddied by signs of sagging momentum in the UK economy, present a complicated...
Research Briefing
Supply chain pressures moderated in the US in May, with gradually improving supply-side dynamics and cooling goods demand easing tensions.
Research Briefing
We forecast the renminbi to weaken close to CNY7/US$ before a rebound in 2023, assuming China moves beyond its zero-Covid...
After tough negotiations within Japan's ruling party, on June 7 the cabinet finally approved the Basic Policy on Economic and...
Research Briefing
The global economic outlook has deteriorated in the last quarter. With the Russia-Ukraine war the major concern.
Research Briefing
The National Bank of Poland (NBP) hiked the policy rate by 75bps at yesterday's meeting, in line with both our...
Research Briefing
Recent evidence clearly shows the London economy slowing. We have trimmed our forecast for GVA growth in 2022 to 4.1%...
Research Briefing
A key component on the road to global net-zero is reducing the emissions of those hard-to-decarbonise sectors; chiefly, in heavy...
Research Briefing
The quantitative easing (QE) programmes undertaken by the leading global central banks since the global financial crisis (GFC) have changed...
Research Briefing
As part of our extensive analysis on regional economies across the world, we continue to explore novel approaches and innovative...
Research Briefing
The approaching French legislative elections are defined by serious political risks. Our baseline sees Macron's presidential coalition winning the majority...
Research Briefing
Despite headwinds to the eurozone economy, the tourism sector continues to shine bright. Our high-frequency Tourism Tracker suggests overnight stays...
Research Briefing
The Middle East and North Africa (MENA) region is highly vulnerable to physical and climate transition risks, with water scarcity,...
Research Briefing
The big concern about inflation is no longer the level at which it will peak, but where it will settle...
Research Briefing
The scale of the increases in debt costs, coupled with the low-yielding environment makes some repricing highly likely for gateway...
Research Briefing
Norwegian mainland GDP declined by 0.6% q/q in Q1. Despite strongly growth in both February and March, a low starting...
Research Briefing
Our analysis suggests a 10% correction is needed on average for the major office markets in Europe to compensate for...