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United States: EMI Update: Strong Q2 growth may be the peak
Our Economic Momentum Indicator points to solid GDP growth in Q2 around 5%, but hard data suggests momentum will begin to slow thereafter. It appears likely that this quarter will represent the growth...
United States: US-China trade tensions heat up as growth peaks
As we had anticipated, the US administration upped the ante by threatening to impose 10% tariffs on $200 billion of imports from China. Combined with the announced tariffs on $50 billion of imports fr...
United States: Ever-tighter labor market pushes wage growth higher
As Fed Chair Jerome Powell prepares to join other central bankers to speak about monetary policy and price & wage-setting at an ECB forum in Portugal tomorrow, our analysis finds US wages are on t...
Argentina: BCRA measures likely to offer short-term peso stability
Argentina’s central bank has introduced several measures to try to stem further pressure on the peso, as the new BCRA governor is sending hawkish signals to markets in an effort to restore the ba...
Eurozone: EU’s retaliatory measures bring car tariffs a step closer
The EU Commission is about to give the final go-ahead for EU tariffs on €2.8bn of US imports in retaliation against US tariffs on metal imports from the EU. Around 1% of all EU goods imports from the ...
Maximizing Mobile Value: Is BYOD holding you back?
Mobile work is a strategic priority for many companies, but the fundamental decisions that enable it are too often based on short-term thinking and ad hoc policies.
To better understand the value o... more
Chatbots are here to stay
Companies must become intelligent enterprises to thrive and grow in the coming years. Conversational bots powered by AI will play an important role in that transition.
The economic impact of lending through Funding Circle
One lasting effect of the global financial crisis has been the emergence and expansion of non-bank sources of finance for small businesses. With banks restricting their lending to SMEs during the ensu... more
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In the media
RT @GregDaco: As @OxfordEconomics had anticipated, Trump upped the ante by threatening to impose 10% #tariffs on $200bn of imports from Chi…
RT @GregDaco: Impact on US economy could be worse since #tariffs on $250bn would directly impact consumer goods, affect US multinationals i…
RT @GregDaco: An examination of bilateral #tariffs (via @WTO) between the US and its trading partners does not reflect severely unequal tre…
EC gave the go-ahead for #EU #tariffs on €2.8bn of US imports in retaliation for US tariffs on metal imports from the EU. ~1% of all EU goods imports from the US will be hit - but that makes up only 0.02% of EU GDP so the economic impact is close to nil: bit.ly/2yyCiFs
RT @BenMayEconomist: Italian government bonds (2017) v sub prime (2008) https://t.co/BIPaPjlVRI
RT @OliverRakau: Today EU Comm. gave expected green light to retaliatory tariffs on US imports. But they are unlikely to discourage the US…
RT @GregDaco: Perhaps the most obvious point to make is that in a low tariff world there is more to lose from rising trade tensions than to…