Research Briefing
Through a period of higher but stable interest rates and cost of living pressures, the combined capital city (CCC) median...
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Research Briefing
We are significantly raising our forecasts for consumer spending growth over the next few years. We expect real consumption growth...
Research Briefing
While recent data has come in close to guidance, with net overseas migration (NOM) estimated to total 485,000 for FY2024, the near-term outlook for overseas migration has softened.
Research Briefing
Hurricane Helene will affect the labor market, consumer spending, housing, corporate profits, and industrial production, but the implications for Q4...
Research Briefing
Stress among home loan borrowers has risen due to higher interest rates, broad cost-of-living pressures, and the gradual slackening of...
Research Briefing
Vice President Kamala Harris has released the first part of her economic plan. In it, she proposes an expansion of...
In this month’s video, Tony Stillo outlines why we think it will take another decade to build enough homes to...
Research Briefing
Market conditions for the retirement living sector in Australia are robust, with occupancy rates having surged to 95% in 2023...
Research Briefing
We believe that building enough homes to restore housing affordability across Canada will likely take another decade.
Research Briefing
Canada's population growth will slow dramatically to an average of 0.8% annually from 2025 to 2027 after surging by 3%...
At the top of the Quality of Life category are cities with lower inequality and residents that live long lives....
At the top of the Quality of Life category are cities with lower inequality and residents that live long lives....
Research Briefing
Close observers of the economy this week had to digest a bevy of indicators that provided mixed signals on the...
Research Briefing
Our business cycle indicator confirms the economy has improved after getting off to a slow start in Q1. We expect...
Research Briefing
The biggest surprise from the outcome of the Federal Open Market Committee meeting had nothing to do with interest rate...
Research Briefing
Our business cycle indicator shows the economy hit a rough patch at the start of the year but there is...
Research Briefing
As the UK population ages, time-use data suggest that the property sectors with structural tailwinds will be those that provide...
The Northern Hemisphere is now heading into the 2024 fire season, having just had its hottest winter on record. If...
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...
