Research Briefing
Businesses continue to downgrade their expectations for the global economy, based on our latest survey of risk perceptions. On average,...
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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...
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...