Research Briefing
We expect Latin America's six largest countries' combined GDP to expand 0.8% next year, down from our 1.8% forecast for...
Recession
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Research Briefing
We still think a mild recession is likely toward the end of this year in the US, sparked by elevated...
Research Briefing
A lot of data exist regarding local differences in household income levels, but very little on differences in wealth. But...
Research Briefing
The data this week have done little to change the picture of an economy that remains resilient and a labor...
Research Briefing
Recent strong growth in office-based employment will come to an end this year across Canadian metros, as many metro economies...
An extraordinary start to Canada’s nation-wide wildfire season has already destroyed more than 5.5 million hectares of timber and is...
Research Briefing
We expect downward pressure from multiple factors to push inflation lower by the end of 2023. Weaker demand and reduced...
Research Briefing
Global economic prospects remain relatively subdued. While we have revised up our expectations for global growth this year given the...
After stalling in Q4, the Canadian economy likely grew modestly in Q1. Labour markets have also shown impressive resilience, with...
Research Briefing
We receive many questions on the state of the US economy from clients. Here, we answer the top five most...
Research Briefing
Supply chain stress eased further in March and we expect conditions to continue improving through the rest of 2023.
Research Briefing
Providers of technology services benefitted from the coronavirus pandemic. Structural changes impacted virtually all industries worldwide, causing investment into the...
Research Briefing
The recent banking sector turmoil could trigger a chain reaction of events that plunges the global economy into recession. However,...
Research Briefing
Austin's large and expanding tech sector will escape many of the recessionary forces in the second half of 2023.
Research Briefing
The sharp fall in our US business cycle indicator in February signalled the economy lost momentum midway through Q1.
Research Briefing
Concerns are growing that tightening financial conditions will push the US economy into recession and affect other G7 economies as...
Research Briefing
Shortages have supported a wave of inventory rebuilding in the US this past year. But with inventories now above normal...
Research Briefing
Supply chain stress continued to ease in February despite stronger-than-expected economic growth. Supply chains could return to pre-pandemic conditions by...
Research Briefing
We think the collapse of Silicon Valley Bank (SVB) will be contained and is not a sign of systemic risks...
Research Briefing
Last week's liquidation of Silvergate Capital and the collapse of Silicon Valley Bank (SVB) have raised questions about the risks...
