Research Briefing
The strong performance of the Australian economy over the past six months has led to a sizeable revision of Treasury's...
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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...
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...