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
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...
Research Briefing
The recent increase in the unemployment rate is less threatening than it appears as it is limited in scope across...
Research Briefing
Recession fears are overdone and premature. The economic data has generally come in weaker than expected, but this is not...
Research Briefing
Industrial property has delivered higher returns than all other property types over the last few years. We forecast that this...
Research Briefing
Some market participants are raising concerns over a fall in demand for US Treasuries from Japanese investors amid higher domestic...
Research Briefing
Close observers of the economy this week had to digest a bevy of indicators that provided mixed signals on the...
Research Briefing
The strength of the US dollar looks likely to continue this year and into 2025 before possibly waning in 2026,...
Research Briefing
We subjectively assign a greater probability of a divided government after the 2024 elections rather than one that is fully...
Research Briefing
Economic decoupling from China is ongoing, but the latest evidence suggests that, especially outside the US, the process is gradual...
Research Briefing
San Francisco, Atlanta, Dallas, and Boston had the strongest growing economies out of the top 10 metros in the five...
Research Briefing
The minutes from the April 30-May 1 meeting of the Federal Open Market Committee were uneventful, which is not surprising...
Research Briefing
Consumer spending growth is set to remain robust across the US. With real incomes continuing to rise, spending growth is...