Research Briefing
Demographic trends imply emerging market savings rates are approaching multi-decade peaks and will only fall marginally over the next few...
Research Briefing
Explore our economic briefings, providing key insights into market trends and economic developments. Download the full reports for comprehensive data and detailed analysis to help you stay ahead in a changing economy.
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Displaying 1 to 20 of 2344 results
Research Briefing
We've raised our terminal rate assumption for the Bank of Japan to 1.5% from 1% in February. This reflects changes...
Research Briefing
Polish cities have been among the fastest-growing in Europe over the past 25 years, and we expect Warsaw—along with Kraków,...
Research Briefing
While Kevin Warsh, the Trump administration's nominee for Federal Reserve chair, was a more hawkish member of the Federal Open...
Research Briefing
While we mostly agree with Federal Reserve Chair nominee Kevin Warsh's argument that the economy is in a supply-side expansion...
Research Briefing
With net migration set to fall to its lowest level since 1997, the UK faces weaker growth and higher borrowing....
Research Briefing
The ruling Liberal Democratic Party's (LDP) landslide election victory on Sunday doesn't change our expectation of a primary fiscal deficit...
Research Briefing
Advertising on Meta Platforms Supports Billions in Travel Business Revenue Across the US, EU27, and UK
Research Briefing
CONSULTING REPORT India-UAE Air Travel Demand Could Go Unmet Research finds more than a quarter of forecast demand may remain...
Research BriefingWhitepaper
Frontier sectors are central to the UK’s Industrial Strategy. Our latest research reveals where growth is concentrating, and what leaders...
Research Briefing
China’s rapid rise across both high-tech and labour-intensive exports is reshaping global trade and squeezing competitors — but which countries...
Research Briefing
The US is loosening restrictions on advanced chip exports to China, hoping to slow its manufacturing progress, but China’s drive...
Research Briefing
In our upcoming February forecast update, we'll stick to our expectation of a primary fiscal deficit of 2%-3% of GDP...
Research Briefing
Explore how slowing global trade growth, China’s export pressures, and accelerating AI investment could reshape world trade volumes through 2026.
Research Briefing
Despite the new government's 2026 budget being slightly more timid than anticipated, we don't plan major changes to our outlook....
Research Briefing
US construction forecast highlights for 2025–2034, including infrastructure growth, housing outlook, spending trends, and price and rate projections.
Research Briefing
Research Briefing How trade shapes the winners and losers of AI boom Why AI’s biggest trade impact comes from investment...
Research Briefing
Research Briefing US International Inbound: Lessons from 2025, Outlook for 2026 Assessing our forecast and the new shape of US...
Research Briefing
AI-related investment is unlikely to be a near-term driver of GDP growth in the EU, unlike the US where it...
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.75% at its January meeting. Although our current baseline expects...
