There is a scramble for African critical minerals amid the ‘New Cold War’ brewing between the US and China.
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Research Briefing
Concerns are growing that tightening financial conditions will push the US economy into recession and affect other G7 economies as...
Research Briefing
The top 50 metros are expected to see a net gain in jobs on an annual basis in 2023, but...
Research Briefing
Shortages have supported a wave of inventory rebuilding in the US this past year. But with inventories now above normal...
Research Briefing
Supply chain stress continued to ease in February despite stronger-than-expected economic growth. Supply chains could return to pre-pandemic conditions by...
Research Briefing
The recent turmoil in US bank funding will likely feed into tighter lending standards to commercial property, dampening the outlook...
Research Briefing
US authorities appear to have contained the fallout from the collapse of two regional banks – Silicon Valley Bank (SVB)...
Research Briefing
Cost and availability of financing are critical to the health of construction markets. With interest rates at historically low levels...
Research Briefing
The failure of two US banks caught financial markets by surprise but we believe the macroeconomic implications are minor and...
Research Briefing
Travel & Tourism accounted for 8% of global greenhouse gas emissions in 2019. Within Travel & Tourism, the lodging industry...
Research Briefing
We think the collapse of Silicon Valley Bank (SVB) will be contained and is not a sign of systemic risks...
Research Briefing
Last week's liquidation of Silvergate Capital and the collapse of Silicon Valley Bank (SVB) have raised questions about the risks...
Research Briefing
In sizing the macro impact of recent US semiconductor export controls on China, we estimate a near-term drag of around...
Research Briefing
Metros labeled as "college towns" have consistently seen steadier yet often lower job growth than the US average over the...
Research Briefing
We've created a real-time indicator – the US Business Cycle Indicator (BCI) – to assess the health of economic activity....
Research Briefing
The incoming data likely warrant some adjustments to the baseline forecast, particularly for the path of the target range for...
Research Briefing
Housing affordability deteriorated in 2022 by the most since the housing crisis and rebalancing is needed to foment healthier market...
Consulting Report
In 2020, the US rail supply industry’s total economic impact was $75.8 billion of GDP, 682,426 jobs, $49.0 billion of...
Research Briefing
Although it still faces promising growth from the continued investment in new semiconductor facilities, Phoenix growth slowed somewhat in 2022.
Research Briefing
The IMF's calendar-year forecast for global GDP growth in 2023 to slow only marginally amounts to an assessment that the...