Research Briefing
The Inflation Reduction Act and the CHIPS Act that passed last summer are spurring a sharp rise in investment in...
Research Briefing
The Inflation Reduction Act and the CHIPS Act that passed last summer are spurring a sharp rise in investment in...
Research Briefing
Despite the US dollar already moderating from a multi-year peak in late 2022, we expect it to remain relatively strong...
Research Briefing
Eurozone central banks became unprofitable last year, and near-term operational losses are likely to persist as banks exit the accommodative...
As China finally becomes the last major economy to dismantle its Zero Covid restrictions and fully opens its borders, governments...
Research Briefing
On the back of China’s recent consumption outperformance, we now expect the economy to grow by at least 5.5% in 2023.
Research Briefing
We receive many questions on the state of the US economy from clients. Here, we answer the top five most...
Research Briefing
Providers of technology services benefitted from the coronavirus pandemic. Structural changes impacted virtually all industries worldwide, causing investment into the...
Research Briefing
The recent banking sector turmoil could trigger a chain reaction of events that plunges the global economy into recession. However,...
Research Briefing
Los Angeles benefited from a strong recovery in film sector and tourism-related jobs in 2022, finally yielding a recovery of...
Research Briefing
As expected, the Bank of Canada (BoC) held the target for the overnight rate steady at 4.5% in April and...
Research Briefing
With healthy in-migration and a burgeoning tech sector, Salt Lake City was one of the first metros to recover from...
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
The sharp fall in our US business cycle indicator in February signalled the economy lost momentum midway through Q1.
Consulting Report
In 2020, production of Season One of “Sweet Tooth” resulted in total spending in New Zealand of over NZ$46 million.
Research Briefing
Shortages have supported a wave of inventory rebuilding in the US this past year. But with inventories now above normal...
Consulting Report
Small businesses in the UK continued to make a sizeable contribution to the UK economy in 2022, despite facing new...
Research Briefing
The failure of Silicon Valley Bank and other stresses in the global banking system have triggered a sharp repricing in...
Research Briefing
The failures of Silvergate Capital and Silicon Valley Bank have not changed our baseline forecasts for GDP growth, inflation, or...
Research Briefing
In sizing the macro impact of recent US semiconductor export controls on China, we estimate a near-term drag of around...