Research Briefing
The COP30 in November made some ambitious commitments to scaling up climate finance. Until those materialise, initiatives to leverage natural...
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Research Briefing
The COP30 in November made some ambitious commitments to scaling up climate finance. Until those materialise, initiatives to leverage natural...
Research Briefing
The UK Budget featured a backloaded tightening of fiscal policy via a series of tax rises. Given most of the...
Research Briefing
Research Briefing China’s Outbound Recovery: Slowing but Still Rising The rebound continues, but slowing demand, economic headwinds, and shifting traveler...
Research Briefing
Our supply chain stress index moderated in September as import volumes continue to decline following front loading activity earlier this...
Research Briefing
A household needed to earn an annual income of $110,100 to afford a single-family home and pay both property taxes...
Research Briefing
The US macroeconomic implications are minor, and the resulting reduction in inflation next year is no more than just a...
Research Briefing
Chinese manufacturing fixed investment shrank by 6.7% year-on-year in October, deepening the slump that began in July. We expect this decline to continue for most of H1 2026. The...
Research Briefing
Climate-linked flooding is becoming more severe, reshaping risks for UK cities, real estate, and local economies. Which areas face the...
Research Briefing
UK housing affordability has strengthened since 2022, supporting rising prices—but with pay growth slowing and limited rate cuts ahead, is...
Research Briefing
We modelled how advanced-economy leadership in innovation and finance could accelerate a global low-carbon transition.
Research Briefing
Unemployment is rising and wage growth is declining for young adults, which could have a long-term scarring impact. Weak labor...
Research Briefing
The end of the government shutdown did not alter the broader economic trajectory, but it did create a sharp swing...
Research Briefing
Farm bankruptcies are rising, and the underlying pressures go well beyond this year's turbulence in US-China relations, pointing to structural...
Research Briefing
Australia’s outlook is improving as household spending strengthens and property prices surge, though inflation keeps the RBA cautious.
Research Briefing
Our modelling shows European real estate is most exposed to inflation and bond-yield shocks, with impacts varying widely across cities...
Research Briefing
Research Briefing North American Cities on the Front Foot for 2026 FIFA World Cup™ Host-city markets forecast to experience concentrated...
Research Briefing
Research Briefing World Cup Set to Kick Off US Inbound Travel Rebound The world’s biggest sporting event is poised to...
Research Briefing
Industrial strategy, not scarcity, has become the new source of commodity price turbulence.
Research Briefing
Our Global Rebalance scenario explores a gradual movement from a unipolar, dollar-based system to one with two centres of economic...
Research Briefing
We expect this holiday shopping season to be the strongest in four years, but it will be disproportionately driven by...