Research Briefing
Our US Recovery Tracker started June with a bang, rising a strong 1.2ppts to 96.1 in the week ended June...
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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...
Research Briefing
Our new North America Housing Affordability Indices (HAIs) show affordability improved across the region early in the pandemic but will...
Research Briefing
Spend, save, and pay down debt – that’s exactly what US consumers did in early 2021. This supported a 14ppts...
Research Briefing
The US Recovery Tracker rose 0.2ppts to 91.1 in the week ending April 30, recouping its losses from the week...
Research Briefing
Many Pacific, South West & Mountain area metros suffered minimal losses in 2020. We expect them to see healthy growth...
Research Briefing
The US Recovery Tracker fell 0.6ppts to 90.7 in the week ended April 23, its first decline in eight weeks,...
Research Briefing
US manufacturing activity is currently above pre-coronavirus levels, markingthe fastest and strongest recovery in the past 60 years. A durable...
Research Briefing
The US Recovery Tracker rose 0.8ppts to 91.2 in the week ended April 16. Improvement in four of the six...
Research Briefing
Atlanta has recovered 52% of its lost jobs from the pandemic as of Q1, which was in line with the...
