The 2026 severely adverse scenario introduces a more structured and transparent design, with a greater reliance on a published macroeconomic...
Unemployment
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Research Briefing
The US is undergoing or heading towards a 'jobless expansion'. Asian economies, likewise, will probably experience slow job growth over...
Wage growth held steady in Q3, reinforcing a still-tight labour market. But with conditions set to soften, we expect unemployment...
The Bank of England’s new BCST stress test introduces a recalibrated approach to measuring financial resilience in reflecting IFRS 9...
Research Briefing
The unemployment rate is arguably the most important statistic the Federal Reserve tracks as it assesses the risks to the...
Research Briefing
The external shocks to the economy have been diminished, thanks to the suspension of the dockworkers strike announced on Thursday...
Research Briefing
The three northern swing states of Pennsylvania, Michigan, and Wisconsin are must-win states for Vice President Kamala Harris and former...
Research Briefing
The smaller-than-anticipated gain in July and the rise in the unemployment rate will give the perception that the Federal Reserve...
Research Briefing
The unemployment rate is on the rise and has caught the attention of the Federal Reserve and financial markets. We...
Research Briefing
Each month, we forecast the dozens of price categories that underlie the consumer price index, and our forecast is for...
Blog|3 July 2024 Risks in our Q2 IFRS 9 and CECL scenarios more evenly spread reflecting monetary policy and geopolitical...
Research Briefing
The recent increase in the unemployment rate is less threatening than it appears as it is limited in scope across...
Research Briefing
Close observers of the economy this week had to digest a bevy of indicators that provided mixed signals on the...
Research Briefing
Many states have far more job openings than available labor as per the Job Openings and Labor Turnover Survey (JOLTS)...
Despite the upgrade to our global economic outlook since December 2023, the Q1 update of our IFRS 9 and CECL...
Research Briefing
We expect the March employment report to show moderating job growth, adding to the Federal Reserve's confidence that the labor...
Research Briefing
Overall, the medium-term outlook for Canadian metros is strong in terms of total GDP, with the country's 10 major metros...
Research Briefing
Our business cycle indicator implies that the economy is losing momentum, but there are some caveats. Some of the data...
Research Briefing
We remain steadfast on our long-standing heavy overweight in New Zealand government bonds within our global DM fixed income allocations.
Research Briefing
Inflation is poised to weigh on the psychology of the swing voter, who will be pivotal in determining the outcome...