Research Briefing
Our in-depth analysis of the construction sector highlights that activity in the sector is set to bounce back 3.9% in...
Research Briefing
Our in-depth analysis of the construction sector highlights that activity in the sector is set to bounce back 3.9% in...
In the race to become the leader in Artificial Intelligence (AI), China and the United States are way ahead of...
Research Briefing
Chicago has recovered 41% of its lost jobs from the nadir of the pandemic. This corresponds to a net decline...
Research Briefing
Nashville has recovered 70% of its lost jobs from the nadir of the pandemic. Its net decline of 3.4% from...
Research Briefing
Having suffered more than most during the pandemic, Boston has recovered 52% of its lost jobs from the nadir of...
Research Briefing
Miami has emerged from the pandemic with mixed results. It has recovered 48% of its lost jobs from the nadir...
Research Briefing
The Covid crisis has accelerated the US economy’s automation in a way that we think will outlast the pandemic, leading...
Research Briefing
Enhanced US unemployment benefits are discouraging only a small share of unemployed workers from finding jobs. The disincentive to work...
Research Briefing
Our US Recovery Tracker started June with a bang, rising a strong 1.2ppts to 96.1 in the week ended June...
Research Briefing
The US economy is unlikely to experience an inflation regime shift. But after a decade of glacial price rises in...
Research Briefing
Talk of US labor shortages is everywhere. But rather than a shortage, we see a transitory mismatch between the supply...
Research Briefing
With the spread of Covid-19 in the US slowing considerably and vaccinations continuing at a healthy pace, consumers are gradually...
Research Briefing
Our US Recovery Tracker finished May on a high note, rising 1.5ppts to 94.6 in the week ended May 28....
Research Briefing
As proposed, President Joe Biden’s American Jobs Plan would brighten the US industrial and regional outlook. Model simulations indicate the...
Research Briefing
The US Recovery Tracker posted its strongest gain in seven weeks, rising 1.2ppts to 93.3 in the week ended May...
Research Briefing
Over the past year, we have consistently predicted higher inflation stemming from base effects, stronger activity in the wake of...
Research Briefing
The US Recovery Tracker rose 0.4ppts to 92.1 in the week ended May 14, pointing to solid momentum ahead of...
Research Briefing
We expect a mix of cyclical and structural factors will power above-trend productivity growth in the US in the post-Covid...
Research Briefing
The US Recovery Tracker fell 0.5ppts to 91.1 in the week ending May 7, the second decline in three weeks....
With the American Rescue Plan, US President Biden is implementing a stimulus program of historic proportions. Coming on top of...