The US economy has lost some luster, but demand appears resilient in the face of lingering supply-chain disruptions. With the health situation...

Still lagging its peers, New York has recovered only 49% of its lost jobs since the start of the pandemic. Its net job decline of 9.1% from Q1...

Los Angeles, like New York, has suffered from urban flight that has persisted due to the delta variant. LA has recovered only 44% of its lost jobs...

We’ve cut our China growth forecast for Q4 to 3.6% y/y from 5%, and for 2022 to 5.4% from 5.8%. This is despite our expectation of a shift in...

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

Despite another shift in the Covid-19 situation across Europe, national governments have largely resisted imposing new lockdowns, and our...

High-frequency data on numbers of employees and median pay suggest that the Covid-19 pandemic has not made the ‘north-south divide’ wider. Our...

The Evergrande saga has shone a spotlight on the Chinese real estate sector. News that the company may miss loan repayments and have to...

House price growth has gone from fast to faster across the eurozone, defying predictions of a pandemic-triggered downturn. This impressive...

Rising coronavirus cases have resulted in London moving further from normality throughout June and into July. London’s normality score in mid-July...