Research Briefing
The recent increase in the unemployment rate is less threatening than it appears as it is limited in scope across...
United States
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Displaying 1 to 20 of 645 results
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...
Despite inflation and interest rates at levels unseen in three decades, industries continue to invest heavily in software fueled by...
Research Briefing
Our business cycle indicator confirms the economy has improved after getting off to a slow start in Q1. We expect...
Research Briefing
Many states have far more job openings than available labor as per the Job Openings and Labor Turnover Survey (JOLTS)...
Research Briefing
The Biden administration's additional tariffs on China are essentially a rounding error for inflation and GDP, carrying no implications for...
Research Briefing
The Federal Reserve will likely signal next week that its confidence that inflation is on a sustained path to 2%...
Research Briefing
Our baseline forecast for policy rates is consistent with central bankers continuing to focus almost exclusively on inflation. Their laser-like...
Employment is a fundamental part of life for many and directly links to their overall feelings of satisfaction and happiness....
Research Briefing
We have recently added CPI estimates for selected major metros in the US to our US Cities and Regions Service....
Research Briefing
After getting carried away at the turn of the year with the likely extent of Federal Reserve rate cuts in...
