Banking Market Research Reports & Industry Analysis

This IDC PlanScape discusses real-time payments as a driver for change across the institution."Instant payments need to be thought of in tandem with the way banks use and leverage a range of modern technologies," says Aaron Press, research director, IDC Insights Worldwide Payment Strategies. "These ...

Recent data suggest Malaysia's economy had a better start to 2025 after a soft end to 2024. We have upgraded our 2025 growth forecast by 0.4ppts to 4.1%, following a 5.1% expansion in 2024. But shifting base effects mask slightly stronger momentum over this year. Alongside growing inflationary r ...

We kept our growth forecast for Italy to 0.4% this year and 0.7% in 2026. GDP growth was 0.1% in Q4 2024, marginally above the poor reading for Q3. We assume the US will hit Europe with 10% tariffs. Fiscal policy remains a drag, although we assume an increase in military spending over the medium ter ...

Preliminary activity indicators for Q1 hint at a continued slowdown in Brazil's GDP growth from Q4. We haven't changed our below-consensus forecast of 1.2% for 2025, but risks now tilt to the downside. Manufacturing and services output growth remained frail in January, and sentiment data for ...

We've maintained our 2025 GDP growth forecast for Thailand at 2.5%, the same slow pace as in 2024, and foresee a soft pick-up to 2.7% growth in 2026. ...

Pakistan is a paradox with a weak economy but ranked among the world's leading military powers (9th in 2024). In the last two decades it has started to fall behind its peers, India and Bangladesh, on social and economic indicators. This study looks at its underlying data and concludes that it is und ...

A solid end of 2024 set the stage for the Greek economy to grow at a faster pace than the Eurozone average in 2025, as we project GDP will expand by 2.1%. Investments remain the main driver of growth, boosted by the Next Generation EU funds. Net exports dragged on the economy in 2024, but this shoul ...

Germany's parliament passed a massive fiscal package last week. We'll revise our March baseline views to reflect the extra spending on defence and infrastructure in our April forecast round. Upward revisions could see GDP growth peak at 2.6% in 2027 and average 1.8% over the next four years, ...

Even though the security situation in the Central African Republic (CAR) remains fragile, the economy is proving to be relatively resilient, underpinned by elevated gold prices and continued support from the IMF. Against this backdrop, we forecast real GDP growth of 1.4% in 2025. Downside risks to o ...

We have raised our 2025 GDP forecast for Ireland to 3.1% from 2.2% last month, but cut our 2026 forecast to 2.5% from 3.3%. Final official figures for Q4 2024 GDP growth were a substantial upward revision, resulting in a much-improved carryover effect into 2025. While this explains our upgraded fore ...

We think Brazil's public debt is sustainable in the long run. However, we believe the short- to medium-term interest rate burden will be much higher than fiscal authorities estimate, meaning that policymakers should be more austere to keep debt under control. ...

The Monetary Policy Committee's decision to keep Bank Rate at 4.5% was no surprise. We expect the committee to continue cutting at alternate meetings until at least August, when it will start to digest evidence of the impact of the increase in employers' national insurance contributions. So ...

We expect the Norwegian mainland economy to grow by 1.2% in 2025 and 2.2% in 2026. Growth should resume after the surprise contraction in Q4 2024, but at a steady pace rather than a sharp acceleration. The elevated geopolitical uncertainty stemming from US President Trump's trade policy will sub ...

The US isn't in nor at immediate risk of stagflation, which is economically debilitating. There are a few conditions that need to be met before we would consider the economy near or in stagflation. ...

Since the Millennium Bangladesh has grown at an average rate of about 7% a year with its GDFP PPP per capita having reached US$9k in 2023. Were it to maintain similar growth rates for a further two decades its living standards would be approaching Eastern Europoean levels. Its progress is due to pru ...

We've nudged down our 2025 GDP growth forecast for South Korea by 0.3ppts to 1.3% y/y. High-frequency indicators haven't bounced back as much as we had expected after the earlier Lunar New Year season. By component, we mainly revised real exports and investment downward. We expect Q1 growth ...

Morocco is one of the more stable Middle Eastern / Islamic countries partly due to its Moinarchy which offers political continuity. Growth is generally steady if unspectacular but the country has made impressive progress in social inclusion and housing and is in the process of acquiring a significan ...

Many regulators and FSIs around the world keep a close eye on the EU's regulatory agenda as it increasingly influences global standards, provides valuable lessons, and sets regulatory super trends in ESG, operational resilience, consumer/investor protection, and AI and data. This report gives a comp ...

This IDC PlanScape details the importance of platform services for private markets."Private market platform services are at the nexus of innovation and opportunity in today's financial markets," says Thomas Shuster, research director, IDC Financial Insights. "As institutional and individual interest ...

We've raised our 2025 GDP growth forecast for Poland by 0.3ppts to 3.5% as a solid Q4 2024 result generated a stronger carryover effect into this year. High frequency data have so far been positive this year, indicating that activity has continued to expand at a good pace in Q1. Still, we have t ...

This IDC PeerScape delves into the challenges around bank payment platforms and the practices to optimize payment modernization."Banks around the world, despite different regulatory regimes, different rails, and different customers, face many of the same challenges," according to Aaron Press, resear ...

Greece In-depth PESTLE Insights Summary This PESTLE country analysis report on Greece provides a holistic view of the country, with insightful analysis of current and future issues, supplemented with relevant quantitative data to support trend analysis. Synopsis Understand the political system in Gr ...

Strategic Intelligence: Generative AI in Banking Summary This report examines the adoption of Generative AI in banking. It summarizes the key trends within technology, macroeconomics, and regulation impacting Gen AI across the next 12-24 months, to establish key gridlines of change. It then provides ...

We have increased our GDP growth forecast from 1.8% to 2.2% for 2025 and from 2.8% to 3.1% for 2026. This revision is mainly due to base effects. Data indicate the 2024 contraction (-1.9% y/y) was more severe than expected, largely because of the energy crisis. Net trade will bolster growth during H ...

We've cut our GDP growth forecasts for Iran by 0.5ppts to 2.5% in fiscal year (FY) 2025 and by 0.7ppts to 1.6% in FY2026. The downgrade reflects the worsening outlook due to the return of US President Donald Trump's "maximum pressure" campaign, alongside stronger domestic challenge ...