Research Briefing
The recent pullback in equity prices has provided some additional headroom for valuations and means that we now forecast slightly...
Research Briefing
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Displaying 1 to 20 of 2251 results
Research Briefing
The fallout from the Russia-Ukraine conflict and a brief but sharp hit from the Omicron outbreak have prompted us to...
Research Briefing
An upward revision to the estimate for Q4 2021 took the quarterly UK GDP series to within a whisker of...
Research Briefing
Survey data this week offer a glimpse into the European economy's post-invasion reality. The Economic Sentiment Index (ESI) reading for...
Research Briefing
he next five years represent a turning point for employment levels in China. Due to ageing demographics the country's working...
Research Briefing
Several major Asia Pacific cities will face medium term constraints on employment growth due to ageing populations.
Research Briefing
Despite growing uncertainty about geopolitics, inflation, and interest rates, US office total returns are expected to reach 6.3% this year.
Research Briefing
President Putin's threat to halt gas supplies from "unfriendly" states if they don't switch to roubles is not as important...
Research Briefing
US businesses are experiencing the hottest inflationary environment in 40 years, and those with the strongest pricing power will ride...
Research Briefing
Japan’s export share has remained stable at slightly below 5% since the mid-2010s, except for a brief swing before and...
Research Briefing
Inflation is running at a brisk pace and is set to pick up further in the coming quarters; supply disruption...
Research Briefing
With Covid-19 restrictions lifting, and relatively little direct exposure to the Russia-Ukraine situation except through commodity prices and supply disruptions,...
Research Briefing
Global recovery from the pandemic will be further deferred due to effects from the Russian invasion of Ukraine and we...
Research Briefing
Russia's GDP is unlikely to return to pre-crisis levels until the early 2030s, according to our modelling. We expect Russia's...
Research Briefing
Eurozone consumer spending was poised to drive growth in 2022, but increasingly consumers' underpinnings have become shaky. While we still...
Research Briefing
We have downgraded our GDP growth forecasts due to repercussions from Russia's war on Ukraine and, to a lesser extent,...
Research Briefing
We have lowered Sweden's growth for this year to 3.1% from 3.6% previously due to the fallout from Russia's invasion...
Research Briefing
Back to Resource Hub Research Briefing | Mar 21, 2022 MPC’s dovish hike starts to rein in market expectations Though...
Research Briefing
The war between Russia and Ukraine continues to dominate headlines and financial markets. The daily news flow coming out of...
Research Briefing
The global semiconductor shortage has passed its peak, as chipmakers have ramped up production significantly since the middle of 2021....
