Research Briefing
Our 2022 Norway GDP growth forecast remains unchanged at 3.6%, but a stronger-than-expected impact from the war in Ukraine on...
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Research Briefing
Our 2022 Norway GDP growth forecast remains unchanged at 3.6%, but a stronger-than-expected impact from the war in Ukraine on...
Research Briefing
Residential real estate markets globally performed strongly over 2020 and 2021 and Australia was no exception. Low borrowing costs, grant...
Research Briefing
Amid a sharp depreciation of the yen, now at a 20-year low against the US dollar, financial markets have focused on the BoJ's possible adjustment to its...
Research Briefing
Two months after Russia's invasion, Ukraine is suffering huge humanitarian and economic losses. According to official estimates, Ukraine's economy contracted...
Research Briefing
The Russia-Ukraine war is set to have serious implications for wheat supply and food stability in Africa. Despite efforts by...
Research Briefing
The strong performance of the Australian economy over the past six months has led to a sizeable revision of Treasury's...
Research Briefing
As a developing area in the residential space, the Australian build-to-rent (BTR) sector has a strong pipeline of mooted developments....
Research Briefing
An array of data show that US and eurozone firms are currently experiencing particularly broad input cost shocks. Exceptional rises...
Research Briefing
Our analysis of property total returns and inflation suggest that the apartment sector is best positioned to weather the inflation...
Research Briefing
Deglobalisation is unlikely to be a "big bang" but more a creeping tide of targeted measures by individual countries, in...
Research Briefing
Reinvestments from the ECB's asset purchase programmes, a key monetary policy instrument going forward, could offer important support for smaller...
Research Briefing
We think the positive correlation between bond and equity returns will last as long as positive inflation shocks are cost-push...
Research Briefing
After rising strongly last year, we forecast that GDP in Istanbul will grow at a slower pace of 2.5% in...
We have downgraded the short-term outlook for GDP growth in Warsaw, as the Russian invasion of Ukraine and its fallout...
Research Briefing
London is very exposed to the challenges facing the global economy, and we now forecast that Inner London’s GDP will...
Research Briefing
The implementation of Marine Le Pen's main economic proposals would drag on France's medium-term growth prospects, according to our analysis....
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...