Research Briefing
Australia faces a series of tussles for 2026 – inflation versus the RBA, public versus private demand and homeowners versus...
Research Briefing
Explore our economic briefings, providing key insights into market trends and economic developments. Download the full reports for comprehensive data and detailed analysis to help you stay ahead in a changing economy.
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Research Briefing
The Bank of Japan raised its policy rate by 0.25ppts to 0.75% at its meeting on Friday, which the dovish...
Research Briefing
We're raising our forecast for light vehicle sales to 15.7mn next year to reflect improving affordability, the new-car loan interest...
Research Briefing
Brent crude is expected to fall below consensus as supply outpaces demand, leaving the market vulnerable to a prolonged surplus....
Research Briefing
AI adoption and cloud demand are driving unprecedented data centre expansion. What risks and bottlenecks could slow the growth?
Research Briefing
Global trade will be caught in a tug-of-war between tariffs and AI, capping growth at 1.2% in 2026.
Research Briefing
Canada’s industrial property outlook for 2026 points to broad resilience. Explore which markets fare better and the key risks influencing...
LatAm economies will lose momentum in 2026, but some will fare better.
Research Briefing
Europe’s cities are at a critical point, with population stagnation, weakened industrial competitiveness, and acute housing crises weighing heavily on...
Research Briefing
Sino-African relations have improved following Trump’s protectionist tilt. Next year, those relations will start showing strain as African industrialisation efforts...
Research Briefing
We believe APAC will remain the strongest global performer in 2026. However, the growth trajectory will likely be more uneven...
Research Briefing
We've changed our fiscal outlook for Japan in our December forecast round. We now expect the new government to set...
Research Briefing
US exceptionalism is alive and well, and that won't change in 2026.
Research Briefing
We anticipate another year of broadly steady and unexceptional global GDP growth, but with some more interesting stories running below...
Research Briefing
Prospects appear solid for global industry in 2026, but activity is set to remain regionally and sectorally divergent.
Research Briefing
Black and Hispanic households have experienced more inflation than other groups since the reopening of the economy from the pandemic...
Research Briefing
We think 2026 will be another challenging year for the UK economy – our GDP growth forecast of 1% is...
Research Briefing
Real estate is still poised for a revival in 2026. Although 2025’s deal recovery was delayed, the key fundamentals remain...
Research Briefing
We expect the Eurozone economy to gain momentum in 2026, but without a strong policy boost, its economic growth will...
Research Briefing
In this report, we outline five key themes that will shape the global commodity landscape in 2026.
