Economics for Asset Managers
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Latest Reports
Explore our latest reports to navigate the complexities of today’s economic landscape and gain a thorough understanding of how the macrocycle influences investment returns.
US economic outlook 2026: Four key calls for the year
US exceptionalism will continue in 2026—but so will the vulnerabilities beneath the surface.
Read more: US economic outlook 2026: Four key calls for the year
US Shipping freight rates on track to stay low in 2026
Our supply chain stress index moderated in September as import volumes continue to decline following front loading activity earlier this year. High frequency data shows that this trend has kept up in Q4, meaning port congestion is unlikely to become a concern.
Read more: US Shipping freight rates on track to stay low in 2026
Housing affordability remains strained across US metros
A household needed to earn an annual income of $110,100 to afford a single-family home and pay both property taxes and home insurance costs in Q3 2025, down 2.3% from the peak Q1 2025 ($112,700) but nearly twice that of Q3 2020.
Read more: Housing affordability remains strained across US metros
US Tariff Monitor – Going bananas over food prices
The US macroeconomic implications are minor, and the resulting reduction in inflation next year is no more than just a handful of basis points.
Read more: US Tariff Monitor – Going bananas over food prices
Surge in tech borrowing boosts bank profits
An epic burst of capex from the tech sector to build AI and related infrastructure has driven a pick-up in borrowing, in the form of new loans, bond sales, and hybrid financing tied to specific projects. This demand for finance points to rising revenues and improved profitability in the US financial services sector while creating opportunities for businesses across the economy to scale their productivity by taking advantage of innovative technologies.
Read more: Surge in tech borrowing boosts bank profits
The kids aren’t alright – Economic health of Gen Z
Unemployment is rising and wage growth is declining for young adults, which could have a long-term scarring impact. Weak labor market prospects and rising housing costs are causing more young adults to live with their parents.
Read more: The kids aren’t alright – Economic health of Gen ZRead more →
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