Research Briefing
We now expect the long-run nominal neutral policy rate – i.e., the rate at which the economy is in equilibrium...
Research Briefing
We now expect the long-run nominal neutral policy rate – i.e., the rate at which the economy is in equilibrium...
Research Briefing
President-elect Pedro Castillo will struggle to pass legislation in Peru’s fragmented Congress, meaning the proposals that markets most worry about...
Research Briefing
Having suffered less during the pandemic, Columbus has recovered 70% of its lost jobs from the nadir of the pandemic....
Research Briefing
Struggling to recover from the reported exodus of residents during the pandemic, San Francisco has recouped only 28% of its...
Research Briefing
Warnings that the consumer recovery in advanced economies may be faltering look premature. While there are near-term downside risks due...
Research Briefing
Signs continue to point towards a strong bounce back in economic activity inQ2. The vaccine rollout has advanced rapidly in...
Research Briefing
The spread of the Delta coronavirus variant appears to have usurped inflation as the key concern. The Delta strain will...
Research Briefing
Our analysis of key economic indicators suggests on balance the economy is in the mid-cycle phase of the business cycle....
Research Briefing
Following record declines in 2020, we forecast strong 6.1% pa APAC GDP growth over the next two years. Nonetheless, the...
Research Briefing
There have been long, multi-year cycles in the US dollar over the last 50 years, often linked to divergent monetary...
Research Briefing
Benefitting from a succession of corporate relocations prior to the pandemic, Dallas has recovered 68% of its lost jobs from...
Research Briefing
Denver has recovered 55% of its lost jobs from the nadir of the pandemic. This corresponds to a net decline...
Research Briefing
Phoenix has recovered 66% of its lost jobs from the nadir of the pandemic. This corresponds to a net decline...
Research Briefing
Los Angeles has recovered 28% of its lost jobs from the nadir of the pandemic. This corresponds to a net...
Research Briefing
Progress in passing the Petroleum Industry Bill (PIB) and official adoption of the Nafex rate are two significant policy steps...
Research Briefing
The US Recovery Tracker added to its nearly five-month streak of weekly gains in the week ended July 9, rising...
Research Briefing
Ranking near the top in nearly every metric, Salt Lake City has recovered 94% of its lost jobs from the...
Research Briefing
Although it suffered more than most at the start of the pandemic, New York has recovered 45% of its lost...
Research Briefing
Midwestern and Southern state labor market recoveries are still outpacing the rest of the country. Labor demand has strengthened most...
Research Briefing
Our in-depth analysis of the construction sector highlights that activity in the sector is set to bounce back 3.9% in...