Research Briefing
Economic policy uncertainty is rising earlier than normal for a presidential election year, and this has implications for the Q4...
Research Briefing
Economic policy uncertainty is rising earlier than normal for a presidential election year, and this has implications for the Q4...
Research Briefing
The economy remains in transition and is settling into a more sustainable pace of growth, with next year being decent...
Research Briefing
We believe that recent jitters about US growth prospects are overdone. While US GDP growth will slow a bit, we...
Research Briefing
As the US election approaches, the potential economic outcomes are on everyone’s mind. Regardless of the result, the economy is...
Research Briefing
Vice President Kamala Harris has released the first part of her economic plan. In it, she proposes an expansion of...
Research Briefing
A surge in temporary layoffs drove another rise in the unemployment rate in July, stoking recession concerns and fears that...
Research Briefing
Metros with the fastest population growth are among those with the highest natural hazard risks. Using FEMA's National Risk Index,...
Research Briefing
Abrupt yen appreciations have been associated with, or preludes to, global financial instability. So far, the recent yen surge has...
US economy is in transition, but no signs of a recession are imminent. While weaker-than-expected US labour market data have...
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...