Research Briefing
Housing affordability worsened in Q4 2021 at the national level in both the US and Canada, according to our updated...
Research Briefing
Housing affordability worsened in Q4 2021 at the national level in both the US and Canada, according to our updated...
Research Briefing
An array of data show that US and eurozone firms are currently experiencing particularly broad input cost shocks. Exceptional rises...
Research Briefing
Our analysis of property total returns and inflation suggest that the apartment sector is best positioned to weather the inflation...
Research Briefing
Deglobalisation is unlikely to be a "big bang" but more a creeping tide of targeted measures by individual countries, in...
Research Briefing
Though not quite as rapidly as Phoenix, Denver has seen significant in-migration and job growth over the last two years....
Research Briefing
Propelled by continued capital value growth, returns of US industrial real estate will average nearly 12% over the forecast horizon.
Research Briefing
US retail real estate returns are expected to accelerate this year, reaching 4.4%, despite growing geopolitical uncertainty, higher inflation, and...
Research Briefing
The recent pullback in equity prices has provided some additional headroom for valuations and means that we now forecast slightly...
Research Briefing
Despite growing uncertainty about geopolitics, inflation, and interest rates, US office total returns are expected to reach 6.3% this year.
Research Briefing
US businesses are experiencing the hottest inflationary environment in 40 years, and those with the strongest pricing power will ride...
Research Briefing
The US Recovery Tracker is back within reach of its pre-Covid baseline, rising 0.4ppts to 99.8 in the week ended...
Although Boston’s leading industries—education and life sciences—have seen strong growth since the start of the pandemic, its economy is still...
Research Briefing
US supply chain stress tracker brought bad news in February. Inflation took up the baton from transportation and now represents...
Research Briefing
The US Recovery Tracker rose 1.3ppts to 98.4 in the week ended February 18, its highest level in two months...
Research Briefing
Back to Resource Hub Research Briefing | Mar 2, 2022 Spending profiles will continue to evolve across US metros US...
Research Briefing
Following Russia’s invasion of Ukraine, the US and EU announced harsh new sanctions, including banning some Russian banks from SWIFT...
Research Briefing
The US Recovery Tracker rose 1.4ppts to 96.3 in the week ended February 4, recouping almost all of its losses...
Research Briefing
The Midwest and South are leading the surge in inflation nationally. While US CPI inflation averaged 6.7% y/y in Q4...
Research Briefing
Following a swift recovery, the US labor market is entering a crucial phase and the answers to five key questions...
Research Briefing
The risk of a shift to a higher inflation regime in advanced economies has risen in the last six months,...