Our latest reports
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28 November
What to Watch 28 November 2025
AI bubble o’clock, Japan’s spendy stimulus and EM central banks hit a fork in the road
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27 November
Black Friday : The icing on the cake for US retail?
Months of trade uncertainty and higher tariffs haven’t stopped US shoppers from adding to their carts throughout the year.
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20 November
What to Watch 20 November 2025
Germany’s pension time bomb, the UK’s difficult budget balancing act and Europe’s data-center dilemma
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