Research Briefing
Overall, the medium-term outlook for Canadian metros is strong in terms of total GDP, with the country's 10 major metros...
Recession
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Research Briefing
US business investment continues to advance, despite fears it would tumble in 2023 ahead of a widely anticipated recession.
In February, Canada saw a solid advance in full-time employment, but these new positions were predominantly in the public sector...
In our view, the Canadian economy has slipped into a moderate recession that will create slack, ease price pressures, and...
We believe the Canadian economy has slipped into a moderate recession that will create slack, ease price pressures and help...
Research Briefing
The odds of a recession have declined over the past several months because of a strong labor market, a deceleration...
The Canadian economy will begin 2024 still mired in recession as the lagged impact of higher interest rates continues to...
Research Briefing
Surprisingly, the rate hiking cycle in the US has not been accompanied by a spike in financial distress. This partly...
Research Briefing
The Canadian economy will begin 2024 still mired in recession as the lagged impact of higher interest rates continues to...
Global travel recovery will continue in 2024 despite a slower economic backdrop. Many countries that were previously expected to endure...
Research Briefing
We expect widespread declines in inflation and interest rates in 2024 across advanced economies. A key differentiator, however, is that...
Research Briefing
In our latest forecast, we removed the mild recession from our baseline and now anticipate a prolonged period of below-trend...
Research Briefing
Our latest scenario analysis suggests that the global economy would falter in the event of an escalation of the Israel-Hamas...
Research Briefing
We see the recent increase in term premia as explainable by the ongoing retreat of price insensitive foreign buyers, structurally...
Research Briefing
While the economy has expanded throughout 2023, uncertainty remains high and we are not ready to remove a recession from...
Recent revenue performance of the tech sector tells a consistent story of industry’s leaders and laggards and confirms Oxford Economics’...
Research Briefing
Our growth outlook for Latin America is lower than the IMF's forecasts, published today. A key area of difference is...
Research Briefing
The year ahead will be tough for Canadian metros, with a range of pressures imposed upon them. However, there are...
Research Briefing
Canada's economy has now likely fallen into the recession that we have long been expecting. Key imbalances – highly indebted...
Research Briefing
We still think that the US economy is headed for a slowdown at the turn of the year. Three factors...
