Research Briefing
The Iran conflict's economic fallout shouldn't curb Eurozone consumer spending much, but the impact could linger.
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Research Briefing
We revised our forecast for consumer spending down in the second March baseline, released Friday, to reflect higher oil prices,...
ChartbookResearch Briefing
Is the middle-class growth story a thing of the past and if not, where are the opportunities?
Research Briefing
US President Trump ordered a 25% tariff on autos and auto parts, starting on April 3.
Research Briefing
President Trump ordered a 25% tariff on autos and auto parts, starting on April 3.
Research Briefing
Wealth effects proved to be a quite reliable tailwind to consumer spending this cycle.
Research Briefing
Our bottom-up framework of how imports feed into consumer spending identifies where we expect the largest tariff impacts.
Research Briefing
Our internal recession models support our opinion that a looming downturn is unlikely, despite rising recession risks.
Research Briefing
Our proprietary models signal the lowest probability of recession in more than two years as strong incoming data indicates that...
Our latest whitepaper reveals that the middle class population in emerging markets is set to double over the next decade,...
Research Briefing
We are significantly raising our forecasts for consumer spending growth over the next few years. We expect real consumption growth...
Research Briefing
Recession alarm bells should sound a bit muted with an encouraging employment report, solid gains in retail sales, and a...
Research Briefing
With a substantial squeeze on consumers, Canadian metro economies face a challenging short term. Despite metro populations continuing to swell,...
Research Briefing
Recession fears are overdone and premature. The economic data has generally come in weaker than expected, but this is not...
Research Briefing
The relatively tepid 1.6% annualized gain in Q1 GDP does not present cause for concern, nor does it mean the...
Research Briefing
The strength of the recent gold price rally has defied even our already bullish expectations and we think prices are...
In the last few years issues such as the cost of living crisis, and the Covid-19 pandemic have pushed the...
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
Our supply-chain stress tracker declined again in June and stood halfway below its year-ago level, signaling a massive improvement in...
Research Briefing
Our long-term income and consumer spending forecasts reveal the high-potential urban consumer markets of the future. We identify four key...
