The Housing Affordability Indices (HAIs) show affordability deteriorated in nearly all US and Canadian metros in Q2 2021 as home price inflation...

While the potential collapse of Chinese property firm Evergrande matters, it doesn’t signal a ‘Lehman moment’ that might spark global financial...

Vaccine programs across the world are well underway and should enable a sustained and meaningful easing of restrictions in late-2021 and...

Household consumption reached its pre-pandemic level in Q2. Goods spending has been elevated throughout the recovery, while spending on essential...

The US Recovery Tracker exited the summer on a bright note. It rose 0.7ppts to 96.7 during the two weeks ended September 3 – the highest reading...

The US economy is past its peak, but that doesn’t mean the recovery is headed into reverse. While a deteriorated health situation and lingering...

We expect above-average growth in the eurozone over the coming quarters given the ample pent-up demand in the aftermath of the crisis. In the...

At the September policy meeting, the CBR is likely to consider staying on hold or hiking its policy rate 25bp or 50bp. However, we think a 25bp...

Profitability has staged an impressive recovery, but the rise in Q1 operating margins to a 12-year high materially overstates corporate health....

The US Recovery Tracker slid to its lowest level in nearly three months during the week ended August 20, declining 0.2ppts to 95.7. Still, while...