Research Briefing
Treasuries have stumbled since the Federal Open Market Committee's aggressive 50bp rate cut in September, but our baseline longer-term outlook...
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Research Briefing
Our nowcast of the US PCE deflators imply inflation is not falling as smoothly as we had anticipated. But it...
Research Briefing
The external shocks to the economy have been diminished, thanks to the suspension of the dockworkers strike announced on Thursday...
Research Briefing
The risk of higher trade tensions, and its subsequent implications on trade policy, is high. The upcoming US presidential election...
Research Briefing
A Kamala Harris presidency wouldn't materially alter the economic outlook for Canada. Another term for Donald Trump would usher in...
Research Briefing
Four themes have dictated Asia's macroeconomic outlook over the summer and are likely to continue to exert an influence over...
Research Briefing
GDP growth among Latin America's largest six economies will improve on the margin next year and surprise the consensus to...
Research Briefing
The onset of the Federal Reserve's easing cycle is typically positive for equities so long as the US economy avoids...
Research Briefing
Economic policy uncertainty is rising earlier than normal for a presidential election year, and this has implications for the Q4...
Research Briefing
The economy remains in transition and is settling into a more sustainable pace of growth, with next year being decent...
Research Briefing
We believe that recent jitters about US growth prospects are overdone. While US GDP growth will slow a bit, we...
Research Briefing
As the US election approaches, the potential economic outcomes are on everyone’s mind. Regardless of the result, the economy is...
Research Briefing
Vice President Kamala Harris has released the first part of her economic plan. In it, she proposes an expansion of...
Research Briefing
A surge in temporary layoffs drove another rise in the unemployment rate in July, stoking recession concerns and fears that...
Research Briefing
Metros with the fastest population growth are among those with the highest natural hazard risks. Using FEMA's National Risk Index,...
Research Briefing
You may be interested in 2024 Paris Olympics: Impact on Tourism and Beyond The Olympics are set to push Paris...
Research Briefing
US business profit margins will remain elevated through 2025, with a boost from higher investments of recent years, despite challenges...
Research Briefing
The chemical industries in the US and EU are at the precipice of a major divergence. We believe that a...
Climate change is a threat multiplier – disrupting ways of life, threatening food sources, and fundamentally changing the environment in...
Research Briefing
If President Biden did not drop out, the outcome of the election appeared to be clear, but things have changed...
