Research Briefing
We estimate inbound arrivals to the Middle East could decline 11-27% y-y in 2026 as a result of the conflict.
Research Briefing
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Displaying 1 to 20 of 2344 results
Research Briefing
The oil market is well placed to manage the impact from Iran. We now assume oil supply is disrupted by...
Research Briefing
RESEARCH BRIEFING Stage set for strong Q4 GDP print despite slowdown in trade in Australia Government spending drives Q4 growth...
Research Briefing
The conflict in the Middle East will likely have significant implications for Gulf Cooperation Council (GCC) economies, with global spillovers...
Research Briefing
This conflict is larger and more intense than the 2025 12-Day War, with major implications for oil markets, global assets,...
Research Briefing
RESEARCH BRIEFING Rates to move higher as inflation refuses to play ball in Australia Strong inflation and jobs data delay...
Research Briefing
Tensions in Iran threaten global energy security through the risk of disruption in the Strait of Hormuz, the world’s most...
Research Briefing
RESEARCH BRIEFING Travel Spending in Cities Discover what visitors spend their travel budgets on using our newly added spending insights...
Research Briefing
The White House has pivoted to a new tariff authority to impose a 10% global duty, with the possibility of...
Research Briefing
A jobless expansion, the growing role of financial wealth, and the impact of fiscal policy will widen the bifurcation of...
Research Briefing
Africa’s copper production is concentrated in the Central African Copperbelt, shared between the DRC and Zambia, and is the world’s...
Research Briefing
We expect US retail total returns to surpass their pre-pandemic trend over the next five years, the lone sector to...
Research Briefing
The macro implications of replacing US IEEPA tariffs with a global 15% tariff are minor at best, according to our...
Research Briefing
Metals are expected to outperform in 2026, while energy and agricultural commodities are set to weaken on average.
Research Briefing
The past year has seen a reshaping of long-run risks, with rising trade uncertainty, threats of US isolationism, and accelerating...
Research Briefing
The story this year remains global divergence. We are above consensus with our forecasts for the US, China and some...
Research Briefing
Data centers are expanding beyond major cities as tech giants seek lower energy costs, reduced community pushback, and new power...
Research Briefing
Strong services growth and industrial specialisation are strengthening Birmingham’s economy, yet structural challenges remain—will the city be able to sustain...
Research Briefing
AI spending boosted US GDP by 0.4ppts in 2025 and we expect it to add a similar amount this year.
The Supreme court ruling on tariffs lowers the effective tariff rate down sharply. In this report, we discuss its implications.
