Despite growing uncertainty about geopolitics, inflation, and interest rates, office total returns are expected to reach 6.3% this year. Rising...
US | Recovery Tracker offers optimism despite several headwinds
Posted by Oren Klachkin on Mar 18, 2022
The US Recovery Tracker is back within reach of its pre-Covid baseline, rising 0.4ppts to 99.8 in the week ended March 4 – its highest level since...
US | Supply chain stress is poised to intensify
Posted by Oren Klachkin on Mar 7, 2022
US supply chain stress tracker brought bad news in February. Inflation took up the baton from transportation and now represents the most stressed...
US | As Omicron fades, Recovery Tracker gains
Posted by Oren Klachkin on Mar 4, 2022
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 Metros Outlook | Spending profiles will continue to evolve across US metros
Posted by Aedan McCotter on Mar 1, 2022
US consumer fundamentals remain strong despite some near-term headwinds, and we expect private consumption to be a key driver of growth over the...
US | Recovery Tracker regains footing as Omicron fades
Posted by Oren Klachkin on Feb 18, 2022
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...
US | Midwest and South in the vanguard of spiking US inflation
Posted by Oren Klachkin on Feb 11, 2022
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...
US | Supply chains started the new year under duress
Posted by Oren Klachkin on Feb 4, 2022
Our US supply-chain stress tracker suggests 2022 commenced with continuing pressures. Transportation channels remained strained in January, and...
US | Recovery Tracker can’t shake the January chills
Posted by Oren Klachkin on Feb 3, 2022
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...
US | Five crucial questions on the labor market
Posted by Lydia Boussour on Feb 1, 2022
Following a swift recovery, the US labor market is entering a crucial phase and the answers to five key questions will have a major bearing on wage...