Research Briefing
San Francisco, Atlanta, Dallas, and Boston had the strongest growing economies out of the top 10 metros in the five...
Research Briefing
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Displaying 1 to 20 of 2286 results
Research Briefing
The minutes from the April 30-May 1 meeting of the Federal Open Market Committee were uneventful, which is not surprising...
Research Briefing
Consumer spending growth is set to remain robust across the US. With real incomes continuing to rise, spending growth is...
Research Briefing
Global construction activity is forecast to fall over 2024. In this context, we have identified 6 themes that we think...
Research Briefing
Our business cycle indicator confirms the economy has improved after getting off to a slow start in Q1. We expect...
Research Briefing
This is the last of the four Research Briefings on scenarios for South Africa's general election on May 29. In...
Research Briefing
The Budget is more stimulatory than we had anticipated and presents some upside risk to an otherwise modest growth outlook...
Research Briefing
Latest data point to a delayed start to a consumer revival in the eurozone, but we see relatively low risk...
Research Briefing
Our new proprietary cycle phase analysis suggests that industrial production in many developed economies has bottomed out and is now...
Research Briefing
Overall, we are slightly more bullish on commodity prices across the forecast horizon as we expect higher metal prices than...
Research Briefing
We find emerging, but not overwhelming, macro proof to support the recent geopolitical narrative of excess Chinese goods production that...
Research Briefing
Many states have far more job openings than available labor as per the Job Openings and Labor Turnover Survey (JOLTS)...
Research Briefing
The Biden administration's additional tariffs on China are essentially a rounding error for inflation and GDP, carrying no implications for...
Research Briefing
This Research Briefing details the third of our four scenarios for South Africa's general election on May 29. In this...
Research Briefing
The Monetary Policy Committee voted to keep Bank Rate at 5.25% at May's meeting, but it also sent a clear...
Research Briefing
We are cautiously optimistic on the Turkish lira and have recently moved the currency to an overweight in our Emerging...
Research Briefing
While electrification promises more sustainable growth and a reduced environmental impact, global industry continues to rely strongly on fossil fuels,...
Research Briefing
More frequent adverse supply shocks mean eurozone inflation is likely to be more volatile and possibly higher on average in...
Research Briefing
The Federal Reserve will likely signal next week that its confidence that inflation is on a sustained path to 2%...
Research Briefing
Our baseline forecast for policy rates is consistent with central bankers continuing to focus almost exclusively on inflation. Their laser-like...
