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 supply-chain stress is rising, but is still well short of 2022 levels
Supply-chain stress is rising, driven by air freight costs and geopolitical tensions. Explore the implications for prices and inflation in our report.
Read more: US supply-chain stress is rising, but is still well short of 2022 levels
From Pilot to Production: How to Operate AI at Scale
In this research report from Coastal and Oxford Economics, 800 U.S. business and technology executives were surveyed to understand how organizations are approaching AI initiatives that deliver direct business impact—things like automating workflows, improving customer service, supporting sales operations, or streamlining back-office functions.
Read more: From Pilot to Production: How to Operate AI at Scale
US bonds buckle on hotter inflation, higher oil, and UK political turmoil
Bonds are under pressure from inflation and political instability, while equity markets show modest gains amid rising oil prices and Treasury yields.
Read more: US bonds buckle on hotter inflation, higher oil, and UK political turmoil
From ample to agile – the US Fed’s path to a leaner balance sheet
The Federal Reserve is considering a balance sheet reduction, facing challenges that could impact financial stability and funding markets.
Read more: From ample to agile – the US Fed’s path to a leaner balance sheet
US PCE Nowcast – Expect the hottest reading since early 2023
April’s inflation trends reveal significant shifts in energy prices and core goods, indicating a divergence between CPI and PCE. Discover more insights.
Read more: US PCE Nowcast – Expect the hottest reading since early 2023
War uncertainty keeps US markets on edge ahead of CPI, retail sales, and refunding
Market stability is affected by ongoing geopolitical tensions and fluctuating oil prices. Key economic indicators are on the horizon, influencing future trends.
Read more: War uncertainty keeps US markets on edge ahead of CPI, retail sales, and refundingRead more →
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