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Research Briefing
Rate cuts are a boon for metals markets…eventually
Research Briefing
Breaking out the presidential election-year playbook
Research Briefing
US Recession Monitor – No glaring fissures
Research Briefing
Red Sea shipping attacks add to inflation risks
Research Briefing
US Recession Monitor – A soft landing is moving into sight
Research Briefing
Key EM themes 2024 – Light beyond the high rates’ darkness
Research Briefing
Easing financial conditions offer CRE some respite
In The Media
Bloomberg: Let the 2024 Economic Predictions Game Begin
Research Briefing
A weaker dollar hinges on better global growth prospects
Research Briefing
US Key Themes 2024 – From stagnation to recovery
Research Briefing
Lower inflation will allow rates to fall faster in EA than US/UK
Research Briefing
US Recession Monitor – Slow growth, but no recession ahead
Research Briefing
Central banks on alert for any further curve bear steepening
Research Briefing
US Recession Monitor – Must be the season of the risks
Video
Why a Fed pause won’t drive equities higher
Research Briefing
Why a US year-end slowdown is still our base case
Research Briefing
Sticking with our US recession call
Research Briefing
US supply-chain logjams are quickly fading
In The Media
Industry today: The Fed Will Break Something
Research Briefing
Why US inflation will likely fade
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