The easy gains from re opening the London economy have now mostly been realised, and the visitor economy is still...
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Research Briefing
Saddled with high costs that has led to out-migration, San Francisco has recovered only 40% of its lost jobs since...
Research Briefing
Canadian metros are rebounding strongly in 2021. We expect every metro to surpass their pre-pandemic GDP levels by the end...
Research Briefing
Repeatedly hawkish comments from BoE Governor Bailey suggest that the MPC is preparing the ground for a rate rise. Consequently,...
Research Briefing
The Housing Affordability Indices (HAIs) show affordability deteriorated in nearly all US and Canadian metros in Q2 2021 as home...
Research Briefing
The US economy has lost some luster, but demand appears resilient in the face of lingering supply-chain disruptions.
Research Briefing
Still lagging its peers, New York has recovered only 49% of its lost jobs since the start of the pandemic....
Research Briefing
Los Angeles, like New York, has suffered from urban flight that has persisted due to the delta variant. LA has...
Research Briefing
We’ve cut our China growth forecast for Q4 to 3.6% y/y from 5%, and for 2022 to 5.4% from 5.8%....
Research Briefing
Continued strength in the latest labour market data has led us to strengthen our London employment forecast. We now expect...
Research Briefing
While the potential collapse of Chinese property firm Evergrande matters, it doesn’t signal a ‘Lehman moment’ that might spark global...
Despite another shift in the Covid-19 situation across Europe, national governments have largely resisted imposing new lockdowns, and our short-term...
Research Briefing
High-frequency data on numbers of employees and median pay suggest that the Covid-19 pandemic has not made the ‘north-south divide’...
Research Briefing
The Evergrande saga has shone a spotlight on the Chinese real estate sector. News that the company may miss loan...
Research Briefing
House price growth has gone from fast to faster across the eurozone, defying predictions of a pandemic-triggered downturn. This impressive...
Although the ‘ pingdemic ’ in July raised concerns about the UK economic recovery, the evidence is that activity has...
Rising coronavirus cases have resulted in London moving further from normality throughout June and into July. London’s normality score in...
Research Briefing
Despite having a diverse economy, Philadelphia has recovered only 55% of its lost jobs from the nadir of the pandemic....
Research Briefing
Atlanta has recovered 56% of its lost jobs from the nadir of the pandemic. Its net decline of 4.7% from...
Research Briefing
The region with the strongest forecast GVA rise in 2021 is the East Midlands, with an 8.2% increase, closely followed...