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Learn moreLatest Analysis
- Dec 22 2021
United States: US Industry and Regional Executive Briefing – December 2021
The US recovery will face stronger headwinds early in 2022 as the rapidly-spreading Omicron variant worsens health conditions and spurs more caution among consumers and businesses. However, we don't...
- Dec 21 2021
Eurozone: Recovery Tracker continues its downward trajectory
Our Recovery Tracker continued its downward trajectory in early December as the resurgent pandemic, reimposed restrictions, and voluntary social distancing took their toll on activity in the eurozone....
- Dec 21 2021
United States: Omicron, BBB failure may deliver a one-two punch
The economic outlook for 2022 looks less upbeat due to the rapid spread of the Omicron variant and the possibility that the Build Back Better (BBB) fiscal plan won’t get passed. The prospective course...
- Dec 21 2021
Global sentiment, while weakening, is still strong
Global sentiment is weakening, led by a decline in consumer sentiment and a modest retreat in business sentiment – and it’s likely to take a further hit in the near term as Omicron cases rise. However...
- Dec 20 2021
Key themes 2022: Supply chains to begin normalising
Industrial production will lag services growth globally going into 2022 as supply-chain pressures continue to bite, but will gain considerable momentum later in the year as component shortages and cos...
Recent Releases

Rewiring Seattle: The economics of Seattle's new electric heating mandate
Rewiring Seattle explores the costs of Seattle's new electric heating mandate as well as implications for low-income households, and for carbon emissions.

Impact of COVID-19 on the red meat processing industry
This report outlines the strong performance of the red meat processing industry during the pandemic in 2020. The industry was able to maintain reliable supplies to both domestic and international cust... more

London: Economic Prospects and the Housing Market
The future for London as a global city and as a location for investment in residential real estate remains very positive, according to a new report from Oxford Economics commissioned by Mitheridge Cap... more

Economic impact of illicit tobacco in Australia
This report, commissioned by British American Tobacco Australia, examines the size of the illicit market as well as the economic effects of that market on the national economy.

Active vs. Passive Fund Performance in European listed real estate
Commissioned by EPRA, this study contributes to the debate by examining the relative performance of active and passive investment strategies in European listed real estate. It provides an independent... more
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