Research Briefing
This year is set to be a turning point for commercial property markets in the US. A gradual easing of...
Global supply chain
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Consulting Report
Despite talk of deglobalisation, a quantitative analysis of intermediate goods show global supply chains have continued to expand in the...
Concerned about the lingering effects of inflation, rising interest rates, and the impact of geopolitical turmoil, many consumers are tapping...
Research Briefing
The global economy has been in a 'slowbalisation' in recent years. For real estate investors in AEs, this policy shift could present compelling long-term opportunities in the industrial sector.
Research Briefing
The easing in supply chain stress is an encouraging sign for the US inflation outlook, but conditions continue to drag...
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
Over 2023, we expect global food, energy, and goods inflation to fall sharply. That said, the degree to which services...
Research Briefing
The G7 and the European Union (EU) hope to keep Russian oil exports on the market and prevent global oil...
Research Briefing
We expect real estate values to correct sharply in 2023, but pressure should gradually alleviate as policy rates peak.
Research Briefing
The strength of the US labor market, as demonstrated by the increase in job openings in September, will frustrate the...
Research Briefing
Supply chain developments were mixed in October, but the implications for the outlook, particularly for inflation, are modest. The easing...
A remarkably consistent fact of energy usage across economies, industries, and energy types is that intensity has come down steeply...
Research Briefing
Russia’s shutdown of natural gas flows to Europe has resulted in skyrocketing regional prices. This has contributed to a significant...
Research Briefing
After five consecutive years of production cuts, Japan's key auto industry looks poised for recovery. Unfilled orders are still elevated,...
Research Briefing
Supply chain strains eased in September after increasing slightly in August. Transportation pressures subsided the most of all our tracker's...
Research Briefing
We expect eurozone industrial production to contract by a cumulative 3% over the next few quarters due to the severe...
Research Briefing
The September jobs data report and the August JOLTS offered some signs of a loosening in labor market conditions. Job...
Research Briefing
Although easing restrictions in China have helped to reduce global supply chain pressures, we expect rising costs and weakening demand...
Research Briefing
The evidence of the past year shows that inflation has been far from transitory. But we still believe supply factors...
Research Briefing
We expect Canada to enter a recession in Q4 2022 and as a result, most metros including Toronto, Montreal, and...
