Research Briefing
We expect this holiday shopping season to be the strongest in four years, but it will be disproportionately driven by...
United States
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Displaying 1 to 20 of 656 results
The surge in capital spending by U.S. technology providers is leading one of the largest investment cycles of the past...
Research Briefing
A recent agreement to lower tariffs on Chinese imports by 10 percentage points has nudged the US effective tariff rate...
Research Briefing
Global tradeflows remain under pressure despite easing tariff tensions. Recent US–China agreements reduce select import taxes and support China’s 2026...
Research Briefing
With stock markets sitting at or near all-time highs, there is renewed attention on the consumption effects from fluctuations in...
Research Briefing
Our analysis suggests that rising digital technology investment in the United States could significantly exceed consensus growth expectations for 2026.
Research Briefing
The federal shutdown that started on October 1st is on course to be one of the longest in years and...
Research Briefing
A federal government shutdown is unlikely to shift forecasts for GDP, unemployment, or inflation but adds downside risks to near-term...
Research Briefing
Southern metros are set to see the greatest benefits from the reindustrialization agenda
Consulting Report
Our report explains why the European chemical industry is undergoing a severe and sustained contraction. Structural pressures, principally high energy...
Research Briefing
Our supply-chain stress index eased in August as early shipping demand faded. However, a long government shutdown could disrupt cargo...
In this blog, we explain how the shutdown could influence the US economy, regional activity, government services, social security and...
Research Briefing
Diverging fortunes across age and income groups reveal both resilience and fragility in the US consumer outlook.
Infographic
Explore how shifting supply trends are shaping industrial, office, retail and residential real estate in 42 US metros. Download our...
Research Briefing
In most US metros, a 1% GDP fall lowers capital returns on property by 1.4%-2%.
Research Briefing
The near-term surge in inventory growth increases the risk of additional strain on space market fundamentals in certain metros.
Research Briefing
Regions such as the South and West will bear the brunt of the drag on consumer spending.
Executive Summary
This quarter’s scenarios quantify key risks to the global economy. These relate primarily to trade protectionism and other geopolitical tensions,...
Consulting Report
The report evaluates the direct and indirect economic benefits of US funding for malaria control through two major channels: the...
Consulting Report
This study, commissioned by General Mills, analyzes the company's economic impact in the US, including its operations, supply chain, and...
