Research Briefing
Ukraine’s sovereign Eurobond yields soared since mid-November when US sources first reported a build-up of Russian troops along its eastern...
Research Briefing
Ukraine’s sovereign Eurobond yields soared since mid-November when US sources first reported a build-up of Russian troops along its eastern...
Research Briefing
The US Recovery Tracker fell 0.7ppts to 97.1 in the first week of January, down for a fourth straight week....
Research Briefing
Much has been written about the rebound in US retail fundamentals with some real estate commentators suggesting that the strengthening...
Research Briefing
This week’s talks between Russia, on one side, and on the other the US, NATO and the Organisation of Security...
After decelerating in Q3, US GDP growth resumed a healthy pace in Q4, and is expected to hold steady in...
Research Briefing
The Infrastructure Investment and Jobs Act (IIJA) will deliver a 2% boost to US construction activity over the next two...
Research Briefing
The US Recovery Tracker fell sharply in late November as news of the Omicron variant hit financial markets, exacerbating the...
Research Briefing
The US Recovery Tracker has topped its pre-pandemic level, rising 0.8ppts to 100.9, in the week ended Oct. 29. Four...
Research Briefing
Our US supply chain stress tracker indicates that supply chain pressures worsened in October, after having eased in September. Preliminary...
Research Briefing
Favorable spending fundamentals among US consumers and a desire to make up for last year’s socially distanced holidays should add...
Research Briefing
As of the September 2021 jobs report, leisure and hospitality employment sits 9% below its pre-pandemic level; this is three...
Research Briefing
Saddled with high costs that has led to out-migration, San Francisco has recovered only 40% of its lost jobs since...
Research Briefing
The Housing Affordability Indices (HAIs) show affordability deteriorated in nearly all US and Canadian metros in Q2 2021 as home...
If you were to scan recent headlines, from submarine sales in the Pacific, to Chinese clampdowns on Evergrande and the...
Research Briefing
It’s not runaway inflation, and it’s certainly not stagflation. In fact, the US economy is going through a bout of...
Research Briefing
The US Recovery Tracker slipped to 97.5 in the week ended October 1, down 0.6pts from its post-pandemic high in...
Research Briefing
The US economy has lost some luster, but demand appears resilient in the face of lingering supply-chain disruptions.
Research Briefing
Still lagging its peers, New York has recovered only 49% of its lost jobs since the start of the pandemic....
Research Briefing
US GDP topped its peak pre-pandemic level in Q2, but the pace of the economic recovery was largely unchanged as...
Research Briefing
Los Angeles, like New York, has suffered from urban flight that has persisted due to the delta variant. LA has...