The World Cup will deliver a temporary, sector-specific boost with minimal lasting economic impact.
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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...
Consulting Report
The rail supply industry plays a critical role in keeping the nation’s freight and passenger rail networks operating, investing, and...
Research Briefing
Higher oil prices may lift short-term inflation expectations, but long-term expectations remain anchored near the Fed’s 2% target. This limits...
Research Briefing
The disruption in oil prices due to the Iran conflict will have a disproportionate impact on low-income households, as they...
Research Briefing
We revised our forecast for consumer spending down in the second March baseline, released Friday, to reflect higher oil prices,...
Research Briefing
Our PCE nowcast estimates that the year-over-year headline PCE will hold steady at 2.8%, while core PCE will inch lower...
Research Briefing
EU supply chains remain highly exposed to external risks. In the past six years, the bloc hasn't materially reduced its...
The US warehousing sector has undergone a profound transformation, evolving from traditional storage sites into high‑throughput logistics hubs that handle...
Research Briefing
Our January PCE nowcast points to a slightly stronger monthly gain than seen in the CPI report, with headline PCE...
Research Briefing
This conflict is larger and more intense than the 2025 12-Day War, with major implications for oil markets, global assets,...