United States 2022 Themes: A ‘MESSI’ year ahead
We anticipate 2022 will be a ‘MESSI’ (Moderating Expansion with Sticky Supply-driven Inflation) year for the US economy. After experiencing one of the most severe economic shocks of the past century in 2020, the US economy has vaulted into one of the most rapid recoveries in modern history in 2021. Still, it’s not time to pop the Champagne. The recovery process is far from complete, and the next stage of the recovery will be trickier to navigate.
What you will learn in this extensive 7-page research briefing:
- A strong, sustainable economic recovery won’t be possible without a strong, sustainable health recovery.
- Strong organic income support favors a consumer spending rotation in 2022.
- A gradual labor supply recovery should drive stronger job growth in 2022.
UK: Housing market on course for a soft landing
The recent sharp fall in mortgage rates and continued strong growth in wages has significantly reduced the scale of the UK's housing affordability problem. Consequently, the risk of a steep correction in house prices is much lower than it appeared a few months ago. We also expect the recent steady pickup in housing market activity to continue.Find Out More
Global Industry: Energy transition will transform mining—promise and pitfalls
We expect that demand for energy transition-related critical minerals will grow significantly in the next decades even in the absence of rapid progress required to achieve net zero.Find Out More