Research Briefing
We still think a mild recession is likely toward the end of this year in the US, sparked by elevated...
Research Briefing
We still think a mild recession is likely toward the end of this year in the US, sparked by elevated...
Research Briefing
The data this week have done little to change the picture of an economy that remains resilient and a labor...
Research Briefing
We expect downward pressure from multiple factors to push inflation lower by the end of 2023. Weaker demand and reduced...
Research Briefing
Supply chain stress has eased significantly despite resilient consumer and business spending, a reassuring development for the inflation outlook.
Research Briefing
Q1 global industrial activity surprised to the upside, as the impact of tighter monetary policy across numerous economies was offset...
After stalling in Q4, the Canadian economy likely grew modestly in Q1. Labour markets have also shown impressive resilience, with...
Research Briefing
The sharp fall in our US business cycle indicator in February signalled the economy lost momentum midway through Q1.
Research Briefing
As Russia's war in Ukraine enters a new phase, so does the economic crisis. Based on my conversations with locals...