Research Briefing
AI-related investment is unlikely to be a near-term driver of GDP growth in the EU, unlike the US where it...
Research Briefing
AI-related investment is unlikely to be a near-term driver of GDP growth in the EU, unlike the US where it...
European cities have faced a turbulent decade and a half as the continent has been hit with a series of...
Research Briefing
President Trump's recent tariff announcements, and the global response, have meant a fast-changing policy landscape with significant effects on our...
Research Briefing
We expect the Spanish and Portuguese economies will continue to be clear outperformers within a struggling eurozone this year. Spain...
Research Briefing
Surveys are a staple of high-frequency economic indicators, but they have become less reliable in predicting hard economic data like...
Research Briefing
The risks around the forecast for federal government employment are skewed to the downside because of the limited scope for...
Research Briefing
The broad shape of the UK Budget was largely as expected, but the scale of the increases in current spending,...
Research Briefing
Our probability of recession models showed marked improvement in September, reversing much of the recent rise. Against this backdrop, our...
Research Briefing
We expect stronger activity in the eurozone in 2025, but growth will remain lacklustre as the consumer recovery lacks momentum....
Research Briefing
GDP growth among Latin America's largest six economies will improve on the margin next year and surprise the consensus to...
Research Briefing
We believe that recent jitters about US growth prospects are overdone. While US GDP growth will slow a bit, we...
Research Briefing
The Pacific Northwest’s robust economy is forecast to continue to outperform over the next few years. A large presence of...
Research Briefing
President Joe Biden's decision to drop out of the election doesn’t warrant any immediate changes to our election scenarios nor...
Research Briefing
With a substantial squeeze on consumers, Canadian metro economies face a challenging short term. Despite metro populations continuing to swell,...
Research Briefing
Although GDP growth has and will continue to cool somewhat in 2024 and 2025, considerable momentum remains in the economy...
Research Briefing
Latest data point to a delayed start to a consumer revival in the eurozone, but we see relatively low risk...
Research Briefing
Overall, the medium-term outlook for Canadian metros is strong in terms of total GDP, with the country's 10 major metros...
Research Briefing
We forecast stable GDP growth across most US metros in 2024, followed by decelerating growth over the subsequent four years....
Research Briefing
In our March baseline we revised down substantially our long-term forecast for housing starts to better align it with our...
In this infographic, we present the themes that are crucial to location decisioning in 2024 and pinpoint potential bright spots.