Real Disposable Income

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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

After a mixed 2022, with post-pandemic recovery driving strong growth in the first half of the year, a recession over...

Research Briefing

We do not believe the moderate recession forecast this winter and the deepening housing correction completely undermines the medium-term case...