The UAE has set a balanced federal budget of AED92.4bn for 2026, a 29% jump in both revenue and spending,...
Fed
Filter content
Tag
Region
Research Briefing
We see little evidence that inflation will take a significant turn for the worse, which suggests that the risks of...
Research Briefing
Fears that President-elect Donald Trump would attempt to fire Federal Reserve Chair Jerome Powell or meddle with the Federal Open...
Research Briefing
Our nowcast suggests October's headline and core PCE inflation will be at their fastest monthly pace in six months and...
Research Briefing
We received many questions, including during our recent webinar, about the changes to the forecast following the election along with...
Research Briefing
Treasuries have stumbled since the Federal Open Market Committee's aggressive 50bp rate cut in September, but our baseline longer-term outlook...
Research Briefing
The spotlight focused on this week’s consumer price report to see if it raises more questions about the Fed’s decision...
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 unemployment rate is arguably the most important statistic the Federal Reserve tracks as it assesses the risks to the...
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
The Federal Reserve will likely signal next week that its confidence that inflation is on a sustained path to 2%...
Research Briefing
After getting carried away at the turn of the year with the likely extent of Federal Reserve rate cuts in...
Research Briefing
Extensive academic research shows the importance of central bank independence in reducing inflation. Those institutions with strong operational independence from...
Research Briefing
The biggest surprise from the outcome of the Federal Open Market Committee meeting had nothing to do with interest rate...
Research Briefing
Odds are that there will not be anything from the upcoming meeting of the Federal Open Market Committee that would...
Despite the upgrade to our global economic outlook since December 2023, the Q1 update of our IFRS 9 and CECL...
Research Briefing
We expect the March employment report to show moderating job growth, adding to the Federal Reserve's confidence that the labor...
Research Briefing
Our business cycle indicator implies that the economy is losing momentum, but there are some caveats. Some of the data...
Research Briefing
Inflation has fallen sharply in advanced economies over the past year, and we expect central banks to start cutting interest...
Research Briefing
Presidential elections not only have major implications for the future path of fiscal policy and the macroeconomic outlook, but they...
