Research Briefing
The Housing Affordability Indices (HAIs) show affordability deteriorated in nearly all US and Canadian metros in Q2 2021 as home...
Macro
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Displaying 1 to 20 of 123 results
Research Briefing
While the potential collapse of Chinese property firm Evergrande matters, it doesn’t signal a ‘Lehman moment’ that might spark global...
Research Briefing
Vaccine programs across the world are well underway and should enable a sustained and meaningful easing of restrictions in late-2021...
Research Briefing
Household consumption reached its pre-pandemic level in Q2. Goods spending has been elevated throughout the recovery, while spending on essential...
Research Briefing
The US Recovery Tracker exited the summer on a bright note. It rose 0.7ppts to 96.7 during the two weeks...
Research Briefing
The US economy is past its peak, but that doesn’t mean the recovery is headed into reverse. While a deteriorated...
Consulting Report
This research seeks to quantify the size and scale of the illicit consumption of cigarettes in Mexico, as well as...
Research Briefing
We expect above-average growth in the eurozone over the coming quarters given the ample pent-up demand in the aftermath of...
Research Briefing
At the September policy meeting, the CBR is likely to consider staying on hold or hiking its policy rate 25bp...
Research Briefing
Profitability has staged an impressive recovery, but the rise in Q1 operating margins to a 12-year high materially overstates corporate...
Research Briefing
The US Recovery Tracker slid to its lowest level in nearly three months during the week ended August 20, declining...
Research Briefing
President-elect Pedro Castillo will struggle to pass legislation in Peru’s fragmented Congress, meaning the proposals that markets most worry about...
Research Briefing
Elevated inflation is giving policymakers in Central and Eastern Europe headaches. Two of the regions’ outperformers, Poland and Hungary, are...
Research Briefing
There have been long, multi-year cycles in the US dollar over the last 50 years, often linked to divergent monetary...
Research Briefing
Eurozone inflation is set to push above the ECB’s 2% target for the first time since 2018. But we think...
Research Briefing
We expect the more transmissible Delta coronavirus variant will have a much lower impact on European economies than previous waves,...
Research Briefing
Hard data indicate a positive start to Q2, and we expect the economy tostrengthen further through the summer. While a...
Research Briefing
Rapid house price rises are feeding into a broader asset price boom that’s the strongest in decades and also unusually...
Research Briefing
If implemented, the global tax reforms agreed at this month’s G7 meeting would set a floor for corporate tax rates...
Research Briefing
The Canada Recovery Tracker (CRT) dipped 0.1ppt to 90.9 in the week ended May 28, its first decline in five...
