Research Briefing
The CNB again left the policy rate unchanged at 7% at the November meeting, staying put for the third consecutive...
Recession Risk
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Consulting Report
In partnership with the British Valve and Actuator Association this latest edition of our annual Global Valve and Actuator Market...
The state of the market for valves and actuators is often seen as a bellwether for the state of the...
Our Housing Affordability Indices showed affordability worsened in the US and Canada in Q2 due to sharply higher mortgage rates....
Research Briefing
Anything but a 75bps hike of the ECB's key policy rates after next week's council meeting would be a big...
Research Briefing
We do not believe the moderate recession forecast this winter and the deepening housing correction completely undermines the medium-term case...
Research Briefing
In our view, the IMF's recent downgrade of its global GDP growth forecast looks too optimistic. The IMF estimates that...
Research Briefing
The cost of debt for real estate has risen steeply in recent months, as credit conditions tighten, loan margins widen,...
BoE governor Andrew Bailey's insistence that emergency support will end on Friday is an unsustainable position that we expect to...
Research Briefing
According to the proposal of the German government's expert commission around half of the recently agreed €200bn fiscal package or...
Research Briefing
The ongoing surge in mortgage rates in advanced economies threatens to push some housing markets into steep downturns. Housing prices...
Research Briefing
The evidence of the past year shows that inflation has been far from transitory. But we still believe supply factors...
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
The 50 largest metros will narrowly avoid a recession in 2022 but half will not escape one in 2023. In...
Research Briefing
We expect Canada to enter a recession in Q4 2022 and as a result, most metros including Toronto, Montreal, and...
Russia’s invasion of Ukraine continues to sow economic disruption around the world. One long-term problem the conflict could exacerbate is...
Research Briefing
Our baseline economic outlook now assumes a mild US recession in the first half of 2023. Despite moderate improvement in...
Research Briefing
Recession risks are mounting globally, including in the eurozone. Growing recession fears have resulted in large drops in oil prices...
