Research Briefing
We expect the US economy to slow in 2026 but sidestep recession, with AI investment providing key support. How will...
GDP Growth Forecast
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Research Briefing
You may be interested in 2024 Paris Olympics: Impact on Tourism and Beyond The Olympics are set to push Paris...
Research Briefing
We think US high-yield spreads will trade at or below 400 bps throughout this year. Upward revisions to our US...
Research Briefing
Our growth outlook for Latin America is lower than the IMF's forecasts, published today. A key area of difference is...
Research Briefing
The recent banking sector turmoil could trigger a chain reaction of events that plunges the global economy into recession. However,...
Research Briefing
Houston's economy will benefit from in-migration in 2023 and see moderate growth in a broad range of industries, but its...
Research Briefing
The IMF's forecast still looks too optimistic over the next 2 years in our view. The impact of bank funding...
Research Briefing
After a mixed 2022, with post-pandemic recovery driving strong growth in the first half of the year, a recession over...
Research Briefing
Financial conditions in Canada have tightened significantly this year and we estimate this will shave 0.7ppts off GDP growth by...
Research Briefing
The Federal Reserve knows that their mission to tame inflation isn’t complete, and odds are rising that the central bank...
