Banking Market Research Reports & Industry Analysis

As Asia shifts from disinflation to modest reflation, the room for further monetary easing is narrow. We expect core inflation to edge higher as domestic activity gathers steam. ...

We've kept our 2026 GDP growth forecast for South Korea at 2.2%, but there's increasing downside risk coming from US trade policy and the emerging weakness in domestic demand. The latter may materialise in the absence of the supportive fiscal stimulus that we expect this year. ...

Economic activity is expected to expand at a solid pace this year. Non-oil growth of 4.9% is the main driver, supported by resilient domestic demand. Oil-sector activity is expected to contribute more modestly amid production discipline. Overall, GDP growth is projected at 4.3% in 2026. This is slig ...

We forecast the Belgian economy will expand by 1.3% in 2026, after growing by 1.0% in 2025. Trade policy uncertainty will discourage businesses from investing. Tariffs will lower Belgium's direct exports to the US by making them more expensive and hit demand for Belgian-produced inputs into othe ...

We have raised our 2026 GDP growth forecast for Croatia by 0.4ppts to 3%. Based on high-frequency data, the economy grew strongly in Q4 2025, mechanically lifting our forecast for this year. But we have also raised our projection for long-term average GDP growth by around 0.1ppt, with strong private ...

We still forecast Switzerland's sporting event-adjusted GDP to grow by a below-consensus 0.9% pace in 2026. The subdued growth outlook follows an estimated 1.4% expansion in 2025. The important pharmaceutical production will lose some momentum compared to 2025 as the front-loading of exports ahe ...

We raised our 2026 GDP growth forecast for Colombia by 0.5ppts to 3.5% y/y, 0.7ppts above the consensus. We expect strong consumer spending growth this year of 3.4% y/y due to the surprise 23% minimum wage increase and delayed government fiscal tightening. A historically low unemployment rate and 20 ...

Our forecast for Romania's GDP growth in 2026 remains unchanged at 1.6%. However, severe downside risks to growth remain, with the budget announcement on the way and natural gas price cap expiring . ...

Retail Banking Regional Report: Middle East and Africa 2025 Summary This report offers a comprehensive analysis of the Middle East and Africa (MEA) retail banking market, focusing on financial performance, competitive dynamics, and customer relationships. It explores the impact of digital banking an ...

We have kept our GDP growth forecast for mainland Norway in 2026 at 1.4%. We project quarterly mainland GDP growth will average 0.4% throughout 2026. Supportive fiscal policy and improving consumer confidence are key drivers, but weak external demand and tight monetary policy will limit growth momen ...

PPI Euromonitor International's Industrial reports provide a 360 degree view of an industry. The Industrial market report offers a comprehensive guide to the size and shape of the Monetary Intermediation: ISIC 651 market at a national level. It provides the latest retail sales data, allowing you to ...

PPI Euromonitor International's Industrial reports provide a 360 degree view of an industry. The Industrial market report offers a comprehensive guide to the size and shape of the Monetary Intermediation: ISIC 651 market at a national level. It provides the latest retail sales data, allowing you to ...

Ethiopia carried strong policy reform momentum into 2026, as illustrated by the ongoing overhaul of the monetary policy framework and liberalisation of the banking sector. Moreover, the months-long stalemate between the government and bondholders has been resolved, culminating in an agreement-in-pri ...

We've cut our real GDP growth forecast for Lithuania by 0.5ppts to 2% for 2026, due mostly to disappointing Q3 2025 GDP figures, which imply that growth will remain well below trend this year. A rebound in consumer spending should drive economic growth, but trade will suffer from a difficult glo ...

Headline growth and fiscal settings may appear largely unchanged given the top-down preference for stability, but the implied growth composition, with a bias towards exports and state-led investments, will do more of the signalling than the target itself. ...

We expect Hong Kong’s 2026 GDP growth to come in at 2.7%, followed by an expected growth of 3.3% in 2025. A lower rates environment, growing certainty on the trade front, and a recovery in private consumption will be positive factors to growth. ...

Our GDP growth forecast for Qatar in 2026 was revised down to 6% from 6.4%. The downgrade is partially caused by base effects, with 2025 being revised up to 3% from 2.6%, and by a worsening trade-off between real and nominal output. ...

We maintain our forecast that Taiwan's GDP will grow by 4% in 2026 but note some upside risks to the near-term outlook. These risks involve the US lowering Taiwan's reciprocal tariffs to 15% and agreeing to waive potential sectoral tariffs on semiconductor imports from Taiwan, subject to inv ...

We've kept our 2026 GDP growth forecast for Japan at 0.7%. We expect the economy to grow moderately ahead alongside a gradual gain in domestic demand. ...

We forecast real GDP growth to moderate to 7.2% in 2026, down from an estimated 9.0% in 2025 (previously 7.3%). Rwanda's economy surged in Q3 2025, with growth accelerating sharply to 11.8% y/y from 7.8% y/y in Q2. While the industrial sector led this expansion, regional instability and La Ni ...

We project Brazil's economy will grow by 1.6% in 2026, with strong support from household consumption as income tax exemptions raise real disposable income. Uncertainty around the elections in October is likely to curb real investment growth, and fiscal targets will prevent an additional boost f ...

We lowered our GDP growth forecast in the Philippines to 5.4% y/y in 2026, down from 5.6%, due to persistent headwinds. Our 2025 growth estimate remain at 4.9% y/y. Activity this year will be supported by the 2025 rate cuts and lower-than-expected inflation driving up household consumption. However, ...

Despite the severity of the situation in Iran, with the rial down 43% since June, our baseline scenario assumes the current leadership remains. ...

PPI Euromonitor International's Industrial reports provide a 360 degree view of an industry. The Industrial market report offers a comprehensive guide to the size and shape of the Monetary Intermediation: ISIC 651 market at a national level. It provides the latest retail sales data, allowing you to ...

This week's UK data releases reported a further cooling in wage growth and more job losses, while underlying price pressures remained stable. The data provided no reason to think the Monetary Policy Committee will deviate from the gradual path of rate cuts signalled in December, so Bank Rate is ...