Research Briefing
The US has seen short-term gains from higher tariffs, with markets steady and growth holding up. But investment weakness, rising...
United States
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Displaying 1 to 20 of 656 results
Research Briefing
Net immigration trends and labor market implications
Research Briefing
Labor market conditions loosen, prompting an earlier Fed rate cut
Research Briefing
Large primary deficits make for a concerning fiscal outlook
Research Briefing
Our current estimate of the US statutory tariff rate exceeds the effective rate implied by the duty calculated by the...
Research Briefing
Despite fewer international visitors and weakening economic confidence, the US leisure and hospitality sector is proving resilient
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Discover which U.S. metros are primed for consumer spending growth
Research Briefing
The reversal of tariff-related front-loading pressures continues to offer relief to our supply-chain stress index.
Research Briefing
Millions are expected to lose coverage due to new eligibility rules and the expiration of premium subsidies.
Research Briefing
The US economy has slowed and become bifurcated across consumers, the business environment and the labor market.
In a rapidly evolving global trade environment, businesses must stay ahead of changing tariffs and regulatory demands. Our latest blog...
Amid ongoing global trade uncertainty, business leaders are struggling to plan ahead as new tariffs continue to reshape the market....
Research Briefing
The US economy will enjoy rising demand in 2026 and 2027, boosted by the recent deficit financed federal tax and...
Research Briefing
The budget reconciliation bill (OBBBA) ushers in significant cuts to the federal government's nutrition assistance program, or SNAP, that will...
Research Briefing
High-tech goods, pharma, and aerospace will be among the fastest growing segments over the next decade.
We built a forward-looking framework for analyzing how US tariffs achieve or undermine the various goals touted by policymakers.
Research Briefing
We think it's likely that high and broad-based tariffs are here to stay because, of all the purported goals of...
Research Briefing
Tariff policies, rising geopolitical tensions and unprecedented uncertainty are putting pressure on cities and regions across the world.
Research Briefing
Rising US tariffs, a 50% copper duty, crackdowns on Asian transshipment, and renewed Red Sea conflict are piling pressure on...
Research Briefing
Additional US tariffs have led us to downgrade our short-term outlook for the German economy, with this impact mostly concentrated...
