Research Briefing
Though not quite as rapidly as Phoenix, Denver has seen significant in-migration and job growth over the last two years....
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Research Briefing
Though not quite as rapidly as Phoenix, Denver has seen significant in-migration and job growth over the last two years....
Research Briefing
UK households face a severe squeeze on their finances this year and have limited scope to cushion the blow by...
Research Briefing
Eurozone financial conditions have tightened abruptly since the start of the Ukraine war, supporting our caution on near-term growth. Unless...
Research Briefing
The Russian government is no longer able to make payments on its US-denominated external debt as the US Treasury has...
Research Briefing
Inflation is running at a brisk pace and is set to pick up further in the coming quarters; supply disruption...
Research Briefing
Propelled by continued capital value growth, returns of US industrial real estate will average nearly 12% over the forecast horizon.
Research Briefing
US retail real estate returns are expected to accelerate this year, reaching 4.4%, despite growing geopolitical uncertainty, higher inflation, and...
Research Briefing
Food inflation in Asia ex-China has risen 2.7ppts to 4.5% since October 2021. We expect the uptrend to continue into...
Research Briefing
US supply chain conditions deteriorated for a second straight month in March. Pressures increased on the price and transportation fronts...
The recent economic indicators have been giving somewhat mixed messages about London’s economy. Taken as a whole they point to...
Research Briefing
Decarbonising Europe's building stock will require a huge programme of renovations to reduce emissions of greenhouse gases by 2050. This...
Research Briefing
A strong performance from March's services and construction PMIs offered some indication that the economy carried a degree of momentum...
Research Briefing
The minutes from the March ECB meeting showed that inflation continued to dominate Governing Council's discussions. The body remains split,...
Research Briefing
The National Bank of Poland (NBP) hiked the policy rate by 100bps at yesterday's meeting, bringing it to 4.5%. The...
Research Briefing
Globalisation has started to level off since its heyday prior to the global financial crisis. But while the Russia-Ukraine war...
Research Briefing
The dominance of international events has shifted attention away from the medium-term economic programmes of the candidates in France's crowded...
Research Briefing
As Western Europe accelerates a structural transition away from Russian energy dependence, Africa will play a salient role in filling...
Research Briefing
We forecast that as the distortions from the pandemic subside, employment growth across Europe's major cities will generally outperform national...
Research Briefing
The recent pullback in equity prices has provided some additional headroom for valuations and means that we now forecast slightly...