Research Briefing
Revisions to personal income and spending data suggest US households accumulated a smaller stock of excess savings and have depleted...
US economy
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Displaying 1 to 20 of 118 results
Research Briefing
Soaring debt costs across advanced economies threaten to push commercial real estate markets into distress. DM REITs are likely to...
Research Briefing
Supply chain strains eased in September after increasing slightly in August. Transportation pressures subsided the most of all our tracker's...
Research Briefing
The September jobs data report and the August JOLTS offered some signs of a loosening in labor market conditions. Job...
Research Briefing
As far as markets are concerned, the Fed's expected path of short term rates, peaking at 4.4% early next year,...
Research Briefing
The evidence of the past year shows that inflation has been far from transitory. But we still believe supply factors...
Research Briefing
Like its Rocky Mountain-area peers, Phoenix has seen tremendous growth since the start of the pandemic. Its net job growth...
Research Briefing
Enjoying the bounty of numerous corporate relocations and robust population growth, Dallas’s net growth since the start of the pandemic...
Research Briefing
Although it has benefited from a rapidly growing tech sector, Denver’s net job growth since the start of the pandemic...
Research Briefing
Although it has recovered its lost film jobs and then some, Los Angeles shows a net decline of 0.8% since...
Research Briefing
Houston’s GDP is forecast to have declined 0.1% so far in 2022, with declining petrol and coal product manufacturing in...
Research Briefing
Still topping the charts on nearly every economic metric, Austin’s economy remains on fire. Its net growth since the start...
Research Briefing
The 50 largest metros will narrowly avoid a recession in 2022 but half will not escape one in 2023. In...
Research Briefing
While US policy rates will rise further in the near-term, the long-run neutral rate – the interest rate consistent with...
Research Briefing
Our baseline economic outlook now assumes a mild US recession in the first half of 2023. Despite moderate improvement in...
Research Briefing
Supply chain conditions in the US improved in August. Transportation strains eased as shipping gridlocks loosened, inflation pressures declined, labor...
Research Briefing
Metros that are home to a large share of headquarters saw higher growth in headquarter-specific jobs than in other sectors....
Research Briefing
Supply-chain conditions in the US offered encouraging signs to start Q3, according to our supply chain tracker. Inflationary pressures ebbed...
Research Briefing
As expected, the FOMC delivered its second consecutive 75bps rate hike, lifting the target range for the federal funds rate...
Research Briefing
Inflation is sufficiently elevated globally that even a month without any increase in prices still leaves inflation in most economies...
