Research Briefing
More market participants appear to have become confident that the wage-driven inflation is real, which will encourage the Bank of...
Labour markets
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Research Briefing
We expect weak consumer spending in the eurozone to persist throughout 2023 and into early 2024. Consumption has mainly been...
Research Briefing
The work-from-home movement has proven it has staying power. As a main driver of the structural shift in the office...
Research Briefing
The year ahead will be tough for Canadian metros, with a range of pressures imposed upon them. However, there are...
Research Briefing
Canada's economy has now likely fallen into the recession that we have long been expecting. Key imbalances – highly indebted...
Consulting Report
We project the semiconductor industry’s workforce will grow by nearly 115,000 jobs by 2030, from approximately 345,000 jobs today to...
Research Briefing
Labour markets in European cities have shown remarkable resilience over the last few years, and employment in office-based sectors especially...
An extraordinary start to Canada’s nation-wide wildfire season has already destroyed more than 5.5 million hectares of timber and is...
After stalling in Q4, the Canadian economy likely grew modestly in Q1. Labour markets have also shown impressive resilience, with...
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
Concerns are growing that tightening financial conditions will push the US economy into recession and affect other G7 economies as...
Research Briefing
Our indicators suggest global economic sentiment is improving despite the impact of higher interest rates, geopolitical uncertainty, and the squeeze...
Research Briefing
A string of positive high-frequency data and an upside surprise in the flash GDP estimate for Q4 2022 have prompted...
We think rapidly deteriorating demand and easing commodity prices will prompt the Czech National Bank (CNB) to start cutting rates at the end of Q2.
Research Briefing
House prices have fallen rapidly in several economies over recent months and more pain looks likely in 2023.
Consulting Report
AEMO publishes this Draft 2023 Inputs, Assumptions and Scenarios Report (IASR) pursuant to National Electricity Rules (NER) 5.22.8. This report...
Research Briefing
While China's sooner-than-expected reopening has led some to pencil in a more robust rebound in 2023, we are more cautious.
Research Briefing
Growth in the labour supply in advanced economies has been significantly weaker since the start of 2020 than prior to...
Research Briefing
Canada has likely just entered a moderate recession that will last for much of 2023.
Research Briefing
We expect Central and Eastern Europe will start 2023 in a synchronized economic downturn, like the rest of the EU.
