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US supply chain stress tracker brought bad news in February. Inflation took up the baton from transportation and now represents the most stressed...
The US Recovery Tracker rose 1.3ppts to 98.4 in the week ended February 18, its highest level in two months as the spread of the Omicron variant...
US consumer fundamentals remain strong despite some near-term headwinds, and we expect private consumption to be a key driver of growth over the...
The US Recovery Tracker rose 1.4ppts to 96.3 in the week ended February 4, recouping almost all of its losses since Omicron first began to weigh on...
The Midwest and South are leading the surge in inflation nationally. While US CPI inflation averaged 6.7% y/y in Q4 2021, regional prices were up...
Our US supply-chain stress tracker suggests 2022 commenced with continuing pressures. Transportation channels remained strained in January, and...
The Bank of Canada removed its forward guidance in January and clearly signalled an imminent tightening of monetary policy. Assuming a swift end to...
The US Recovery Tracker dropped 2.2ppts in the week ended January 21, falling to 97.8 as Omicron and dramatic financial market volatility brought the...
Brent is currently trading at multi-year highs amid low inventories, robust demand and supply concerns. This follows a sharp recovery in demand last...
In the next two decades, the world’s 900 major cities will experience a combined population increase of nearly 600 million people. While the largest...
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