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US economy

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In The Media

Bloomberg: Let the 2024 Economic Predictions Game Begin

beyond the headlines

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Why a Fed pause won’t drive equities higher

Research Briefing

Why a US year-end slowdown is still our base case

Consulting Report

Potential consequences of the NLRB joint employer rule

US dollars

In The Media

Fortune: The experience-hungry American consumer is already crashing the economy into a ‘rolling recession,’

US dollars

Research Briefing

World Economic Prospects: US upgrade prompts a small lift to our global GDP forecast

Research Briefing

US inventories to go from boosting, to dragging on growth

Research Briefing

Falling US supply chain stress augurs for lower inflation

Research Briefing

SVB collapse contained, but we remain cautious risk

United States Market

Research Briefing

US Recession Monitor – Slowdown but no downturn yet

Research Briefing

Why the worst of US housing affordability may be behind us

Research Briefing

US supply chain stresses fade as recession nears

Research Briefing

Semiconductor manufacturing in Phoenix key to medium-term prospects

Research Briefing

Answering the questions in our US forecasters’ inbox

Research Briefing

Higher discount rates mean lower returns for global CRE

Research Briefing

Receding US supply-chain pressures offer new year cheer

Research Briefing

Elevated inventories for US industry unlikely to worsen the downturn

Research Briefing

US Fed’s Beige Book showed an economy treading water at year-end

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Research Briefing

US 2023 Key Themes – Will the landing be hard or soft?

Research Briefing

US supply chain stress unwinds heading into year-end

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