Our baseline economic outlook now assumes a mild US recession beginning in the second quarter of 2023. Despite recent moderation,...
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Research Briefing
Supply-chain stress continues to recede, boding well for inflation and lending some upside risk to our near-term growth outlook.
Research Briefing
Bengaluru's and Hyderabad’s economies will most likely continue to outperform their Asia Pacific and Indian peers in terms of growth...
Research Briefing
Bengaluru's and Hyderabad’s economies will most likely continue to outperform their Asia Pacific and Indian peers in terms of growth...
Research Briefing
Growth in the labour supply in advanced economies has been significantly weaker since the start of 2020 than prior to...
Research Briefing
Seattle faces a number of challenges including the threat of tech layoffs, but its aerospace sector is finally recovering.
Although a cloud of uncertainty continues to hover over the metro, San Francisco welcomed a moderate return of tourists and...
Research Briefing
We expect GDP growth across many of China’s major cities to improve in 2023 following the largely weak performances in 2022. But the near-term outlook remains tentative.
Research Briefing
We forecast GDP will increase in 32 of the 50 largest metros in 2023. Tech metros and those with significant...
Research Briefing
Despite sluggish demand growth prospects, advanced economies (AEs) automotives production growth is forecast to accelerate in 2023 as easing supply...
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
While nearly every metro in Canada will experience at least a minor recession between Q4 2022 and Q3 2023, on...
Quantifying the economic impact of climate change becomes crucial, particularly in a rapidly warming planet.
Research Briefing
Middle Eastern and North African cities are set to experience some of the fastest rates of employment and population growth...
Research Briefing
The US economy will need a lot of luck to avoid a recession next year because the headwinds are about to intensify. We...
Research Briefing
Canada has likely just entered a moderate recession that will last for much of 2023.
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...
Research Briefing
The 2023 outlook for the Gulf Cooperation Council (GCC) region will not compare to this year's spectacular expansion. That said,...
Research Briefing
Tightening US financial conditions over the past year will likely trim 0.2ppts from Q4 2022 GDP growth.