Research Briefing
Mortgage payment boycotts in China are a worrying development. But rather than being a potential trigger of crisis, we think...
Research Briefing
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Displaying 1 to 20 of 2303 results
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%...
Research Briefing
2022 is proving to be a very disappointing year for global GDP growth, with risks that the outlook could worsen....
Research Briefing
Housing affordability deteriorated in Q1 2022 in both the US and Canada, according to our updated Housing Affordability Indices. Income...
Research Briefing
We have cut our 2022 GDP growth forecast for Denmark by 0.7ppts to 3.1% to reflect the prospect of energy...
Research Briefing
Global economic uncertainty remains elevated, despite an easing in concerns about the fallout from war. Evidence suggests risks to growth...
Research Briefing
Increased borrowing costs are raising corporate default fears in the US, but we believe higher interest rates alone won't be...
Research Briefing
Supply chain dynamics improved for the third straight month in June, according to our tracker. Pressures eased most on the...
Research Briefing
We expect eurozone services prices to continue to rise sharply over the summer as the sector's recovery progresses. The ECB...
Research Briefing
Recession risks are mounting globally, including in the eurozone. Growing recession fears have resulted in large drops in oil prices...
Research Briefing
Household consumption increased a robust 1.5% q/q in Q1. Spending exceeded our expectations, with the Omicron outbreak proving to be...
