Looking into 2023, developers and investors have to assess conflicting pressures to construction costs, rising interest rates, and falling capital...
Pandemic
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Research Briefing
While most measures suggest a tight UK labour market, the pass-through to wage growth has been weak. We expect labour...
Consulting Report
OTAs generate additional travel demand for accommodations in Europe boosting GDP and job creation. In particular independent accommodations benefit from...
Consulting Report
OTAs generate additional travel demand for accommodation in APAC boosting GDP and job creation. Consumers in APAC also benefit from...
Consulting Report
In addition to generating significant economic impacts in terms of GDP and jobs, OTAs benefit the accommodation market in North...
Research Briefing
Central banks and many other forecasters may be underestimating the risk of persistently high inflation. While our view is that...
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
We expect eurozone industrial production to contract by a cumulative 3% over the next few quarters due to the severe...
Research Briefing
Further moderate downgrades to the near-term outlook for advanced economies (AEs) have pushed our global GDP forecast perilously close to...
As spiralling energy prices threaten to cause huge pain for consumers and businesses, governments across Europe are rolling out initiatives...
Research Briefing
As far as markets are concerned, the Fed's expected path of short term rates, peaking at 4.4% early next year,...
Research Briefing
Data for Q3 on the volume of China's imports of crude from Russia show a drop against the June level....
Research Briefing
Like its Rocky Mountain-area peers, Phoenix has seen tremendous growth since the start of the pandemic. Its net job growth...
Research Briefing
Although it has recovered its lost film jobs and then some, Los Angeles shows a net decline of 0.8% since...
Research Briefing
Still topping the charts on nearly every economic metric, Austin’s economy remains on fire. Its net growth since the start...
Research Briefing
The 50 largest metros will narrowly avoid a recession in 2022 but half will not escape one in 2023. In...
Research Briefing
The impact of the lockdowns and Covid-19-related restrictions in China were severe in the second quarter of 2022. We have...
Research Briefing
While US policy rates will rise further in the near-term, the long-run neutral rate – the interest rate consistent with...
Consulting Report
A persistent pandemic, economic uncertainty, and a global geopolitical conflict continue to dominate headlines and fuel Chief Supply Chain Officer...
Research Briefing
The real-wages squeeze, slowing retail sales, and falling commodity and producer prices all point to inflation slowing down, albeit slowly....