Research Briefing
Our US supply chain stress tracker indicates that supply chain pressures worsened in October, after having eased in September. Preliminary...
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...
Research Briefing
The US Recovery Tracker strengthened in the week ended September 17, rising 0.3ppts to 96.1, but remaining below its early...
Research Briefing
The US Recovery Tracker exited the summer on a bright note. It rose 0.7ppts to 96.7 during the two weeks...
Research Briefing
The US economy is past its peak, but that doesn’t mean the recovery is headed into reverse. While a deteriorated...
Research Briefing
Nearly half of the 16.9 million jobs in the leisure & hospitality (L&H) industry, as defined by the North American...
Research Briefing
Powell’s speech did not materially alter the outlook for Fed policy, but it did clarify the distinction between the timing...
Research Briefing
The US Recovery Tracker slid to its lowest level in nearly three months during the week ended August 20, declining...
President Biden has set a target of reducing net greenhouse gas emissions in the US by 50-52 percent below 2005...
Research Briefing
The fiscal and monetary response to the pandemic will leave a lasting mark on the net trade position of the...