Continuous coverage of the indicators that matter
Three standing monitors tracking the series that carry most of the information in their domain. Nothing is modelled unless identified as modelled, and every panel names the publication it draws on.
Global Macro Monitor
Growth, inflation, policy rates and the trade cycle. Twelve series tracking the world economy through an energy shock and a technology-led investment boom. Rebuilt on each major forecast release.
Housing Affordability Monitor
Price-to-income ratios, supply deficits and public investment. Cross-country affordability, the 269 million unit shortfall, and the collapse in public housing capital spending that sits behind it.
Compute and Power Monitor
Hyperscaler capex, data centre electricity load and the price it moves. The buildout tracked from capital commitment through to grid load, household bills and the share of measured GDP growth it accounts for.