Research Briefing
Surprisingly, the rate hiking cycle in the US has not been accompanied by a spike in financial distress. This partly...
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 economy is weakening, but the incoming data are consistent with a slowdown rather than a technical recession.
Research Briefing
We forecast no rate cuts by the Fed up to and including the July meeting, while the market prices 72bps....
Research Briefing
We think the cyclical, temporary factors that are behind the current labour market strength will support a period of strong...
Research Briefing
Economic growth will generally remain subdued across major APAC cities in 2024. Nevertheless, we think that some cities will stand...
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 have upgraded our forecasts for the Stockholm economy in 2023 as a result of a stronger than expected national...
Research Briefing
Labour markets in European cities have shown remarkable resilience over the last few years, and employment in office-based sectors especially...
Oxford Economics forecasts US business spending on enterprise technology will fall -1% in the second half of 2023, after rising...
Research Briefing
Toronto and Montreal drove a strong uplift in Canadian employment in Q1. However, small losses are expected through the rest...
Research Briefing
We expect the UK economy to be in recession in 2023, with GDP forecast to contract by 0.7% in the...
Research Briefing
Canada has likely just entered a moderate recession that will last for much of 2023.
Research Briefing
The Federal Reserve knows that their mission to tame inflation isn’t complete, and odds are rising that the central bank...
Research Briefing
There is no perfect measure of nominal wages – each has its own blemishes. So, we've created a wage tracker...
Research Briefing
We expect the UK economy to be in recession for most of 2023, with activity dragged down by falling real...
Research Briefing
The decline in house prices triggers falls in residential investment. Consumer spending also weakens as credit conditions tighten and worsening...
Research Briefing
We expect real estate values to correct sharply in 2023, but pressure should gradually alleviate as policy rates peak.
Consulting Report
This study assesses Babcock International Group’s contribution to UK GDP and employment, along with its broader social impact.
Research Briefing
Supply chain developments were mixed in October, but the implications for the outlook, particularly for inflation, are modest. The easing...
Research Briefing
While most measures suggest a tight UK labour market, the pass-through to wage growth has been weak. We expect labour...