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Industry is performing worse than the broader economy globally

Research Briefing

Tariff developments don’t change the broad growth story

Research Briefing

US Federal Reserve independence would be difficult to erode

US economy 2025

Research Briefing

US Key Themes 2025: A twist on US exceptionalism

Research Briefing

US rates likely headed lower, but there are risks to the outlook

Research Briefing

US PCE nowcast shows bumpy path down for inflation

Research Briefing

Fourth-quarter unemployment will be below Fed’s forecast

Research Briefing

What to Expect for Equities When the Fed Cuts Interest Rates

Research Briefing

Weak US jobs data adds to markets’ recession fears

Research Briefing

Nowcasting and bathtub approach to US unemployment

Research Briefing

Summarizing our US election scenarios

Research Briefing

US June employment and CPI will boost case for rate cut

Research Briefing

US Recession Monitor – Economy recovering from Q1 stumble

Research Briefing

FOMC minutes – Hawks flap wings but do not shift policy

Research Briefing

Keeping the hawks at bay

Research Briefing

Can politics and the Fed mix or is it oil and water?

Research Briefing

FOMC – Time is on my side

Research Briefing

US Recession Monitor – Slow does not imply terrible

Research Briefing

FOMC preview – Humility setting in

Research Briefing

Riksbank first does not mean Riksbank alone

Federal Reserve DC

Research Briefing

Fed forecast – Sorry, your delivery has been delayed

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