Research Briefing
The lower-than-expected increase in nonfarm payroll employment, along with declining job openings and quits, suggest that wage pressures are unlikely...
United States
Filter content
Type
Topic
Region
Industry
Service
Tag
Region
Displaying 1 to 20 of 645 results
Research Briefing
A second Trump presidency would directly harm US manufacturing through two channels: repeal of President Biden's Inflation Reduction Act (IRA);...
Research Briefing
The relatively tepid 1.6% annualized gain in Q1 GDP does not present cause for concern, nor does it mean the...
Research Briefing
The biggest surprise from the outcome of the Federal Open Market Committee meeting had nothing to do with interest rate...
Research Briefing
Our business cycle indicator shows the economy hit a rough patch at the start of the year but there is...
Research Briefing
Our new forecast assumes a slower euro appreciation against the dollar over the coming years than we previously anticipated. Relative...
Research Briefing
Odds are that there will not be anything from the upcoming meeting of the Federal Open Market Committee that would...
Research Briefing
We examined the disruption of generative AI at the US county level. We identified several metros – Atlanta, Denver, New...
Research Briefing
Despite last summer's US Supreme Court decision, the Biden administration has forgiven $153bn in student loan debt through piecemeal actions....
Research Briefing
Equities are under pressure following this month's stronger-than-expected US inflation print. We see scope for some further weakness in the...
The 2024 US Presidential Election is less than seven months away. In this week’s Beyond the Headlines, Bernard Yaros, Lead...
Research Briefing
The strength of the recent gold price rally has defied even our already bullish expectations and we think prices are...
The Northern Hemisphere is now heading into the 2024 fire season, having just had its hottest winter on record. If...
Research Briefing
The escalation of geopolitical tensions in the Middle East does not pose a downside risk to the US economy because...
Global supply chains have continued to expand, despite talk of deglobalization and nearshoring. US and Japan have started to de-couple...
Research Briefing
We think the Riksbank will cut rates in May, before the Federal Reserve and the European Central Bank do so....
Research Briefing
We modeled two scenarios in which former President Donald Trump returns to the White House and Republicans gain full control...
Research Briefing
This year is set to be a turning point for commercial property markets in the US. A gradual easing of...
Research Briefing
The supply-shocks era represented the first time in a generation where inflation significantly eroded the real value of global public...
Research Briefing
The strength of the labor market and lingering worries about inflation among Federal Reserve officials have led us to push...
