Research Briefing
Our supply-chain stress index eased in August as early shipping demand faded. However, a long government shutdown could disrupt cargo...
Supply Chain Bottlenecks
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Research Briefing
Canada has likely just entered a moderate recession that will last for much of 2023.
Research Briefing
The easing in supply chain stress is an encouraging sign for the US inflation outlook, but conditions continue to drag...
Research Briefing
Over 2023, we expect global food, energy, and goods inflation to fall sharply. That said, the degree to which services...
Research Briefing
We expect real estate values to correct sharply in 2023, but pressure should gradually alleviate as policy rates peak.
