Research Briefing
Housing affordability deteriorated in 2022 by the most since the housing crisis and rebalancing is needed to foment healthier market...
Research Briefing
Housing affordability deteriorated in 2022 by the most since the housing crisis and rebalancing is needed to foment healthier market...
Research Briefing
Supply chain stress fell at the beginning of the year and further easing is likely due to weaker domestic and...
Research Briefing
Although it still faces promising growth from the continued investment in new semiconductor facilities, Phoenix growth slowed somewhat in 2022.
Research Briefing
In this new quarterly Research Briefing series, we answer the top five questions we've recently received from clients.
Research Briefing
Long-term forward rates have risen markedly in the US, eurozone, and UK over the past year, and now stand well...
Research Briefing
Supply-chain stress continues to recede, boding well for inflation and lending some upside risk to our near-term growth outlook.
Research Briefing
Major shocks over the past two years have prompted US manufacturing firms to rethink their supply chains, with greater inventory...
Research Briefing
The latest Beige Book revealed an economy that on balance was treading water heading into 2023.
Research Briefing
The US economy will need a lot of luck to avoid a recession next year because the headwinds are about to intensify. We...
Research Briefing
The easing in supply chain stress is an encouraging sign for the US inflation outlook, but conditions continue to drag...
Research Briefing
The Federal Reserve knows that their mission to tame inflation isn’t complete, and odds are rising that the central bank...
Research Briefing
Tightening US financial conditions over the past year will likely trim 0.2ppts from Q4 2022 GDP growth.
Research Briefing
There is no perfect measure of nominal wages – each has its own blemishes. So, we've created a wage tracker...
Research Briefing
Swings in oil prices pack less of an economic punch than in the past but sudden increases can still be...
Research Briefing
Policy divergence will continue to be a key theme in global FI markets in 2023. Whereas we pencil in a...
Research Briefing
The strength of the US labor market, as demonstrated by the increase in job openings in September, will frustrate the...
Research Briefing
Supply chain developments were mixed in October, but the implications for the outlook, particularly for inflation, are modest. The easing...
Research Briefing
Our analysis of the economies of metros across the US provides us with a basis for projecting household income growth...
Research Briefing
To no one's surprise, the FOMC raised interest rates by 75bps for a fourth consecutive meeting, lifting the target range...
Research Briefing
International visits to Atlanta will grow 178.7% to 1.0 mn arrivals in 2022. This growth equates to an additional 648,000...