Insights

Expert analysis on trends, outlooks, and scenarios in your market and industry.

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Firms must continue to target resilient segments to ensure top-line growth in 2023 Firms should focus […]
New Zealand government
Cost-of-living support is a major short-term concern; infrastructure and healthcare investments are key long-term priorities Firms […]
Inconsistent growth across segments points to continued volatility in the market Though the Korean economy surpassed […]
While this is a promising trend for the Japanese economy, its short-term impact will be muted […]
A sizable portion of Australian households will feel the weight of interest rate hikes Young families […]
Changes in bond yields will raise long-term interest rates and support appreciation of the yen As […]
Regardless of the avenues the government takes to raise spending, the transition is likely to be […]
The mounting burden of healthcare, defense, and welfare costs will constrain government finances over the long […]
Firms should expect challenging labor market conditions to persist through 2023 Firms in industries facing acute […]
Tourism is unlikely to make a meaningful recovery until tour requirements are dropped B2C firms should […]
Household budgets will be squeezed by elevated inflationary pressures and rising costs of debt repayment B2C […]
The won is unlikely to make a meaningful recovery until Q2 2023 Firms that import goods […]
Rising inflation expectations and growing pessimism over future economic performance have severely weakened consumer sentiment B2C […]
We expect the RBA to raise rates quickly in Q3 and then slow the pace of […]