We expect a mix of cyclical and structural factors will power above-trend productivity growth in the US in the post-Covid era. These factors...

The labour market recovery has outpaced expectations since the initial COVID19 shock. While the removal of JobKeeper is likely to stall the...

Headline labour market indicators continue to outperform our expectations,with the recoveries in employment growth and participation ahead of...

Our Weekly Economic Briefing examines how the policy gridlock ahead means a renewed focus on fundamentals. Real-time data is sobering, with...

Initial jobless claims for regular state benefits rose 4,000 to 870,000 in the week ended September 19, painting a picture of a labor market...

Machine learning-led GDP nowcasting points to a recovery in Q3, albeit with slowing momentum through the quarter. China might reach pre-crisis...

The economic recovery is well underway, but its speed and durability are now in question. Fiscal aid is dwindling, flu season is fast approaching,...

We introduce our new US Sub-national Executive Briefing, which highlights insights spanning the US macro, industrial, and regional landscapes.

The further loosening of social distancing measures in many states and the gradual revival of economic activity allowed local labor markets to...

The US economy is at a critical juncture in its recovery. Importantly, after a rapid first phase of recovery, the economy has now entered the...