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 smaller-than-anticipated gain in July and the rise in the unemployment rate will give the perception that the Federal Reserve...
Research Briefing
US business profit margins will remain elevated through 2025, with a boost from higher investments of recent years, despite challenges...
Research Briefing
The chemical industries in the US and EU are at the precipice of a major divergence. We believe that a...
Research Briefing
We estimate that a 1ppt rise in US tariffs cuts imports from China by 2.5% in the long term.
Research Briefing
Using our Global Industry Model, we have modelled the sectoral impacts of two scenarios in which former President Donald Trump returns to the...
Research Briefing
If President Biden did not drop out, the outcome of the election appeared to be clear, but things have changed...
Research Briefing
The Pacific Northwest’s robust economy is forecast to continue to outperform over the next few years. A large presence of...
Consumer spending growth will remain resilient this year. Supported by rising real incomes, consumer spending growth is forecast to average...
Research Briefing
President Biden's decision to withdraw as a candidate caps a string of major political events that has roiled the 2024...
Research Briefing
The economy underwhelmed in the first half of the year while it transitioned to a more sustainable pace of growth,...
Research Briefing
President Joe Biden's decision to drop out of the election doesn’t warrant any immediate changes to our election scenarios nor...
Research Briefing
Announced tariff increases by the US and EU on made-in-China EVs, if implemented, will increase EV prices and reduce demand....
Research Briefing
The unemployment rate is on the rise and has caught the attention of the Federal Reserve and financial markets. We...
Research Briefing
Indianapolis saw healthier job growth than most of its Midwest peers in the first half of the year. Industries that...
Research Briefing
Although Minneapolis added jobs in the first half of 2024 at a pace that exceeded the US average, it shed...
Research Briefing
Each month, we forecast the dozens of price categories that underlie the consumer price index, and our forecast is for...
Research Briefing
A Democratic sweep of the 2024 presidential and congressional elections would mean major changes to social benefits programs and tax...
Research Briefing
Although GDP growth has and will continue to cool somewhat in 2024 and 2025, considerable momentum remains in the economy...
Research Briefing
The economy slowed following the strong gains in the second half of last year, as it settled into a more...
Research Briefing
Over the last three decades, new data centre construction has surged and there are no signs that growth will abate...