Research Briefing
A less positive economic outlook and rising downside risks are threatening the global real estate recovery. Our baseline forecast is...
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Research Briefing
A less positive economic outlook and rising downside risks are threatening the global real estate recovery. Our baseline forecast is...
Research Briefing
Climate change is expected to have a significant impact on Africa. Therefore, the continent's preparation in expectation of further global...
Research Briefing
Although Africa's carbon footprint is currently relatively small, the continent is severely vulnerable to the effects of climate change. Therefore,...
Research Briefing
The level of Asian exports in volume terms has been stagnant in H2 2021. In addition, across the major manufacturing...
Research Briefing
Canada entered the pandemic with historically elevated household debt, and a C$193bn surge in mortgage borrowing during the pandemic has...
Research Briefing
The pandemic has created a rise in working from home, and the new technologies may similarly make it easier for...
Research Briefing
We expect monetary policy to continue to diverge across Asia Pacific in 2022, with central banks in the advanced APAC...
Research Briefing
India's 2030 commitments include a hefty reduction in projected emissions and 50% clean electricity generation, setting the bar high.
Research Briefing
Our US supply-chain stress tracker points to less stress in November. Still, while transportation challenges eased, they remained the greatest...
Research Briefing
Diminishing economic disruption and uncertainty, stemming from the pandemic and ensuing supply-side bottlenecks, bode well for a still-strong recovery in...
We have lowered our Greater London GDP forecast to 5.4% in 2022 after 5.7% in 2021. Inner London sees 5.5%...
Research Briefing
The pandemic has created a rise in working from home, and the new technologies may similarly make it easier for...
Research Briefing
The surge in Covid cases continues across Europe, prompting governments to announce new restrictive measures that will impact economic growth...
Research Briefing
The COVID-19 shock has led to a structural shift in consumers' choice of travel destinations, as travellers increasingly have moved...
Research Briefing
The Q2 CPI data prompted a sharp re-evaluation of the outlook for inflation and interest rates across financial markets. We...
Research Briefing
We see China’s economy entering 2022 with weaker growth. Our forecast has GDP growth dipping to 3.6% y/y in Q4...
Research Briefing
After enduring one of the deepest downturns in 2020, the UK has enjoyed one of the strongest rebounds in 2021....
Research Briefing
In Asia, the upturn in production should help ease global supply-chain bottlenecks heading into 2022.
Research Briefing
Recent months have seen the favourable lending environment for households begin to tighten. Inflation concerns have bond markets pricing in...
Research Briefing
We anticipate 2022 will be a ‘MESSI’ (Moderating Expansion with Sticky Supply-driven Inflation) year for the US economy. After experiencing...