Research Briefing
The US macroeconomic implications are minor, and the resulting reduction in inflation next year is no more than just a...
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Displaying 1 to 20 of 662 results
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...
Research Briefing
We expect this holiday shopping season to be the strongest in four years, but it will be disproportionately driven by...
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%.
