Research Briefing
Supply-chain stress is rising, driven by air freight costs and geopolitical tensions. Explore the implications for prices and inflation in...
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Displaying 1 to 20 of 656 results
Consulting Report
In this research report from Coastal and Oxford Economics, 800 U.S. business and technology executives were surveyed to understand how...
Bonds are under pressure from inflation and political instability, while equity markets show modest gains amid rising oil prices and...
Research Briefing
The Federal Reserve is considering a balance sheet reduction, facing challenges that could impact financial stability and funding markets.
Research Briefing
April's inflation trends reveal significant shifts in energy prices and core goods, indicating a divergence between CPI and PCE. Discover...
Research Briefing
Market stability is affected by ongoing geopolitical tensions and fluctuating oil prices. Key economic indicators are on the horizon, influencing...
Research Briefing
Yields may rise as inflation and geopolitical tensions persist, despite any short-term relief
Research Briefing
Growth is concentrating in major metros, boosting spending but widening regional gaps.
Research Briefing
Treasury yields may steepen after Middle East tensions ease, but persistent inflation and structural pressures could keep long-term rates elevated.
Research Briefing
The World Cup will deliver a temporary, sector-specific boost with minimal lasting economic impact.
Research Briefing
Spending on AI is currently the primary driver of incremental enterprise tech spend growth, with outlays rising rapidly to account...
Research Briefing
Warsh is in—but the real story is what comes next. Inflation is sticky, consumers are stretched, and the Fed may...
Research Briefing
The reopening of the Strait of Hormuz has eased oil market fears, pushing crude prices lower and offering potential relief...
Research Briefing
Rising energy prices are set to lift US PCE inflation to its highest level since 2023, with further pressure expected...
US tariff pressures are easing as metals and pharmaceutical measures prove less severe than expected, with key exemptions and policy...
Research Briefing
Oil prices are pulling back, but inflation pressures and weakening demand are starting to build. Is this just temporary relief,...
Research Briefing
RESEARCH BRIEFING Travel Industry Monitor: Q1 2026 A quarterly online survey capturing industry sentiment on tourism trends and travel outlook.
Treasury yields declined and risk sentiment improved as ceasefire hopes lifted markets, but uncertainty around Iran talks persists. Can this...
Research Briefing
We expect enterprise technology spending in the Americas to grow 6.5% in 2026 in US$ terms, and 5.9% in real...
The 2026 severely adverse scenario introduces a more structured and transparent design, with a greater reliance on a published macroeconomic...
