Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.75% at its March meeting. We now project the central...
Research Briefing
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Displaying 1 to 20 of 2358 results
Research Briefing
European energy-intensive industries face structurally higher energy prices than competitors in the US and China. The resulting energy-cost challenges must...
Research Briefing
Australia is at the peak of a boom in tunnel work, supported by a record level of transportation construction activity. The pipeline of tunnelling work...
ChartbookResearch Briefing
Is the middle-class growth story a thing of the past and if not, where are the opportunities?
Research Briefing
If global oil prices averaged around $140 per barrel (pb) for two months, it would be enough to push parts...
Research Briefing
In response to the US-Iran war, we've downgraded our forecast for GCC real GDP growth by 1.8ppts to 2.6% for...
Research Briefing
Commodity markets move fast, but traditional tracking misses the signals. Monthly forecasts uncover momentum and turning points. Discover the real...
Research Briefing
Artificial intelligence is rapidly spreading across Europe’s business landscape. In just two years, the proportion of firms deploying AI has...
Research Briefing
Imports rise on data centre demand as Australia’s trade surplus narrows.
Research Briefing
The chemicals and transport sectors are likely to be among the biggest losers from the Iran war, with Europe’s chemicals...
Research Briefing
Disruption to LNG flows through the Strait of Hormuz poses a bigger threat to Asia than higher oil prices, risking...
Research Briefing
Energy prices are pushing inflation higher in the UK and Eurozone, undermining the idea that central banks can simply look...
Research Briefing
RESEARCH BRIEFING Wage growth should slow, but upside risks persist in Australia Labour shortages and strong demand continue to support...
Research Briefing
Our January PCE nowcast points to a slightly stronger monthly gain than seen in the CPI report, with headline PCE...
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
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...
