Research Briefing
Research Briefing US International Inbound: Lessons from 2025, Outlook for 2026 Assessing our forecast and the new shape of US...
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Displaying 1 to 20 of 656 results
Research Briefing
AI-related investment is unlikely to be a near-term driver of GDP growth in the EU, unlike the US where it...
Research Briefing
The odds of our baseline view of most US tariffs on Canada and Mexico being removed by mid-2026 are decreasing....
Research Briefing
The data released over the past week don't warrant changes to our latest baseline forecast for growth to improve this...
Research Briefing
Midterm voters seem to form their opinion around the economy in the summer and fall. How the economy, and especially...
In this blog, we discuss the implications of the US–Venezuela conflict for both countries’ economies, as well as for global...
Research Briefing
The US attack on Venezuela over the weekend dramatically increases uncertainty about the future of its political regime, but the...
Research Briefing
Our supply-chain stress index rose in October after sticking within a narrow range over the past year. Volatile trade flows...
Research Briefing
We're raising our forecast for light vehicle sales to 15.7mn next year to reflect improving affordability, the new-car loan interest...
Consulting Report
This report provides the first look into the growing market of flexible earning opportunities providing human input and oversight into...
Research Briefing
US exceptionalism is alive and well, and that won't change in 2026.
Research Briefing
Black and Hispanic households have experienced more inflation than other groups since the reopening of the economy from the pandemic...
US exceptionalism will continue in 2026—but so will the vulnerabilities beneath the surface.
Research Briefing
Our supply chain stress index moderated in September as import volumes continue to decline following front loading activity earlier this...
Research Briefing
A household needed to earn an annual income of $110,100 to afford a single-family home and pay both property taxes...
Research Briefing
The US macroeconomic implications are minor, and the resulting reduction in inflation next year is no more than just a...
An epic burst of capex from the tech sector to build AI and related infrastructure has driven a pick-up in...
Research Briefing
Unemployment is rising and wage growth is declining for young adults, which could have a long-term scarring impact. Weak labor...
Research Briefing
The end of the government shutdown did not alter the broader economic trajectory, but it did create a sharp swing...
Research Briefing
Farm bankruptcies are rising, and the underlying pressures go well beyond this year's turbulence in US-China relations, pointing to structural...
