Research Briefing
Supply-chain conditions in the US offered encouraging signs to start Q3, according to our supply chain tracker. Inflationary pressures ebbed...
Research Briefing
Supply-chain conditions in the US offered encouraging signs to start Q3, according to our supply chain tracker. Inflationary pressures ebbed...
Research Briefing
As expected, the FOMC delivered its second consecutive 75bps rate hike, lifting the target range for the federal funds rate...
Research Briefing
With increased uncertainty on the horizon, we have reduced our forecasts for GDP for most US metros. However, all of...
Research Briefing
Salt Lake City’s low costs and outdoor amenities have attracted in-migration, spurring robust population over the last few years. The...
The Federal Reserve is worried about inflation and has made a big step to tackle it, raising the federal funds...
Research Briefing
The life sciences and related sectors are heavily concentrated in a handful of metros—Boston, San Francisco, New York, Washington, San...
Research Briefing
Supply chain pressures moderated in the US in May, with gradually improving supply-side dynamics and cooling goods demand easing tensions.
Research Briefing
The scale of the increases in debt costs, coupled with the low-yielding environment makes some repricing highly likely for gateway...
Research Briefing
Supply chain conditions remained highly strained in April, though cooling goods demand helped ease pressures modestly. Inflation stress increased for...
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...