Research Briefing
The economy slowed following the strong gains in the second half of last year, as it settled into a more...
Consumer spending
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In this month’s Canada Up Close, Michael Davenport, Economist, will be providing a mid-year update of our outlook for the...
Research Briefing
We still anticipate a shallow economic downturn in Q2 and Q3 before a tepid recovery emerges later this year. Accordingly,...
Research Briefing
Indian consumers' spending power is far behind that of their Chinese counterparts, and we are sceptical about the pace of catch-up. Even if the Indian economy achieves the ambitious growth targets set, there...
Research Briefing
Consumer spending growth is set to remain robust across the US. With real incomes continuing to rise, spending growth is...
Research Briefing
Our business cycle indicator confirms the economy has improved after getting off to a slow start in Q1. We expect...
Research Briefing
Latest data point to a delayed start to a consumer revival in the eurozone, but we see relatively low risk...
Research Briefing
Our business cycle indicator shows the economy hit a rough patch at the start of the year but there is...
Research Briefing
For Gulf cities, the near-term outlook will be tied not only to the global macroeconomic backdrop, but also the progress...
Research Briefing
Our business cycle indicator implies that the economy is losing momentum, but there are some caveats. Some of the data...
2024 is likely to show global consumer markets growth for the fourth consecutive year. Despite the general economic slowdown, most...
In this infographic, we present the themes that are crucial to location decisioning in 2024 and pinpoint potential bright spots.
Research Briefing
Our long-term income and consumer spending forecasts reveal the high-potential urban consumer markets of the future. We identify four key...
Research Briefing
The odds of a recession have declined over the past several months because of a strong labor market, a deceleration...
Research Briefing
Global urban consumers have faced numerous difficulties in recent times, and the near-term outlook looks challenging still. Rising interest rates...
Research Briefing
We are unconvinced that recent measures mark a turning point in China's housing downturn, just as we were cautious of...
Research Briefing
After nearly doubling in size from 2017 through 2022, the warehousing and storage sector shed jobs over the last five...
Research Briefing
We expect a material slowdown in the US economy in the next couple of quarters to give way to a...
Research Briefing
We expect weak consumer spending in the eurozone to persist throughout 2023 and into early 2024. Consumption has mainly been...
Research Briefing
While the economy has expanded throughout 2023, uncertainty remains high and we are not ready to remove a recession from...
