Consulting Report
This study investigates Drax Group’s economic impact in the U.K., U.S., and Canada. It considers Drax’s own operations, the economic...
Consulting Report
This study investigates Drax Group’s economic impact in the U.K., U.S., and Canada. It considers Drax’s own operations, the economic...
Research Briefing
Housing affordability deteriorated in Q1 2022 in both the US and Canada, according to our updated Housing Affordability Indices. Income...
Research Briefing
Increased borrowing costs are raising corporate default fears in the US, but we believe higher interest rates alone won't be...
Research Briefing
Supply chain dynamics improved for the third straight month in June, according to our tracker. Pressures eased most on the...
Research Briefing
Central banks have changed the way they react to economic conditions, largely focussing on current inflation and its impact on...
Research Briefing
Our analysis of property total returns and inflation suggest that the apartment sector is best positioned to weather the inflation...
Research Briefing
Food inflation in Asia ex-China has risen 2.7ppts to 4.5% since October 2021. We expect the uptrend to continue into...
Research Briefing
US supply chain conditions deteriorated for a second straight month in March. Pressures increased on the price and transportation fronts...
Research Briefing
The recent pullback in equity prices has provided some additional headroom for valuations and means that we now forecast slightly...
Research Briefing
The US Recovery Tracker is back within reach of its pre-Covid baseline, rising 0.4ppts to 99.8 in the week ended...
Research Briefing
US supply chain stress tracker brought bad news in February. Inflation took up the baton from transportation and now represents...
Research Briefing
Back to Resource Hub Research Briefing | Mar 2, 2022 Spending profiles will continue to evolve across US metros US...
Research Briefing
The US Recovery Tracker rose 1.4ppts to 96.3 in the week ended February 4, recouping almost all of its losses...
Research Briefing
The US Recovery Tracker fell 0.7ppts to 97.1 in the first week of January, down for a fourth straight week....
Research Briefing
Our US supply-chain stress tracker offers some encouraging news to kick off the new year. However, logistics bottlenecks remained.
Research Briefing
The US Recovery Tracker recorded its second straight loss in the week ended Dec. 24. Typical weakness ahead of the...
Research Briefing
The Infrastructure Investment and Jobs Act (IIJA) will deliver a 2% boost to US construction activity over the next two...
Research Briefing
The US Recovery Tracker fell sharply in late November as news of the Omicron variant hit financial markets, exacerbating the...
Research Briefing
Our US supply-chain stress tracker points to less stress in November. Still, while transportation challenges eased, they remained the greatest...