Research Briefing
As far as markets are concerned, the Fed's expected path of short term rates, peaking at 4.4% early next year,...
Economic recovery
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Research Briefing
The government's levelling up ambition has probably been made more, not less, difficult by the new "Plan for Growth". Policies...
Research Briefing
Although it has benefited from a rapidly growing tech sector, Denver’s net job growth since the start of the pandemic...
Research Briefing
Although it has recovered its lost film jobs and then some, Los Angeles shows a net decline of 0.8% since...
Research Briefing
Houston’s GDP is forecast to have declined 0.1% so far in 2022, with declining petrol and coal product manufacturing in...
Research Briefing
Still topping the charts on nearly every economic metric, Austin’s economy remains on fire. Its net growth since the start...
Research Briefing
While US policy rates will rise further in the near-term, the long-run neutral rate – the interest rate consistent with...
Research Briefing
We expect Canada to enter a recession in Q4 2022 and as a result, most metros including Toronto, Montreal, and...
Research Briefing
The negative market reaction to last week's fiscal announcements appears to be a function of doubts over the credibility of...
Research Briefing
Our baseline economic outlook now assumes a mild US recession in the first half of 2023. Despite moderate improvement in...
Research Briefing
South Africa faces a serious risk of being 'grey listed' by the international Financial Action Task Force (FATF), which will...
It is no secret that Covid-19 has disproportionately impacted women’s lives and their economic opportunities. As governments focus on stimulating...
Some indicators suggest an uptick in the London economy in June, but underlying drivers are not at all favourable, with...
It is no secret that Covid-19 has disproportionately impacted women’s lives and their economic opportunities. As governments focus on stimulating...
Research Briefing
2022 is proving to be a very disappointing year for global GDP growth, with risks that the outlook could worsen....
Research Briefing
Recent evidence clearly shows the London economy slowing. We have trimmed our forecast for GVA growth in 2022 to 4.1%...
Research Briefing
Survey data this week offer a glimpse into the European economy's post-invasion reality. The Economic Sentiment Index (ESI) reading for...
Research Briefing
Eurozone consumer spending was poised to drive growth in 2022, but increasingly consumers' underpinnings have become shaky. While we still...
Blog|18 March 2022 Central banks walk a thin line in setting policy rates Ben May Director, Macro Forecasting & Analysis...
Research Briefing
The US Recovery Tracker rose 1.4ppts to 96.3 in the week ended February 4, recouping almost all of its losses...
