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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 Student loan changes are a small near-term drag on spending
Student loan policy changes are set to impact borrowers’ finances, affecting spending habits and introducing new repayment plans for assistance.
Read more: US Student loan changes are a small near-term drag on spending
A hawkish Federal Reserve won’t deliver bullish hikes
The Federal Reserve’s tilt toward a more hawkish stance under Governor Kevin Warsh has revived debate on “bullish rate hikes”. While history does provide evidence of a few cases, we find little basis for optimism this time around.
Read more: A hawkish Federal Reserve won’t deliver bullish hikes
The top US cities in 2026
US cities dominate the upper reaches of our 2026 Global Cities Index, accounting for half of the top 10 cities and nearly a third of the leading 100 cities.
Read more: The top US cities in 2026
US Tariffs on Canada’s auto industry expose US jobs and GDP
Tariffs on Canadian auto imports could threaten US jobs and GDP, especially in key states. Discover the broader impact on the economy.
Read more: US Tariffs on Canada’s auto industry expose US jobs and GDP
How the US energy shock and a more hawkish Fed changed the baseline
Economic forecasts are shifting due to rising inflation and geopolitical tensions, impacting consumer spending and investment. Discover more insights.
Read more: How the US energy shock and a more hawkish Fed changed the baseline
Buses mean business
Heavy-duty transit buses are a critical component of America’s public transportation system, carrying approximately 3.8 billion passenger trips annually and representing nearly half of all public transit trips in the United States.
Read more: Buses mean businessRead more →
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