In this month’s Canada Up Close, Michael Davenport, Economist, will be providing a mid-year update of our outlook for the...
Household debt
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Research Briefing
Mortgage payments have soared since the Bank of Canada began aggressively hiking interest rates in early 2022, and there is...
Research Briefing
Thailand economy will likely see a rebound over the remainder of the year, but over the medium term we think...
After stalling in Q4, the Canadian economy likely grew modestly in Q1. Labour markets have also shown impressive resilience, with...
Research Briefing
US authorities appear to have contained the fallout from the collapse of two regional banks – Silicon Valley Bank (SVB)...
Research Briefing
Canada has likely just entered a moderate recession that will last for much of 2023.
Research Briefing
We think the outlook for traditional winter sales in the eurozone is subdued this year and any boost won't be...
Research Briefing
Our analysis of the economies of metros across the US provides us with a basis for projecting household income growth...
Research Briefing
With the world on the cusp of a property market downturn, we have modelled three scenarios for more severe housing...
Research Briefing
Debt costs continue to soar across advanced economies, threatening to push commercial real estate markets into distress. We believe that...
Research Briefing
The cost of debt for real estate has risen steeply in recent months, as credit conditions tighten, loan margins widen,...
Research Briefing
We estimate the recent surge in swap rates – a key driver of mortgage rates – means that UK house...
As spiralling energy prices threaten to cause huge pain for consumers and businesses, governments across Europe are rolling out initiatives...
Research Briefing
The ongoing surge in mortgage rates in advanced economies threatens to push some housing markets into steep downturns. Housing prices...
Research Briefing
Canada entered the pandemic with historically elevated household debt, and a C$193bn surge in mortgage borrowing during the pandemic has...
Ten years on from the global financial crisis, and eyes are peeled for triggers for a new world economic upheaval. ...