Research Briefing
A year after our “world of self-interest” thesis, we examine how global economic policy, trade, and markets have evolved and...
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Research Briefing
The conflict in the Middle East will likely have significant implications for Gulf Cooperation Council (GCC) economies, with global spillovers...
Despite an environment of rising protectionism and political volatility, the global economy has proved remarkably resilient.
In this blog, we discuss the implications of the US–Venezuela conflict for both countries’ economies, as well as for global...
Research Briefing
We anticipate another year of broadly steady and unexceptional global GDP growth, but with some more interesting stories running below...
As we head into 2026, our attention is turning to the key themes for next year. But how did our...
Research Briefing
A federal government shutdown is unlikely to shift forecasts for GDP, unemployment, or inflation but adds downside risks to near-term...
Research Briefing
We expect the US economy to slow in 2026 but sidestep recession, with AI investment providing key support. How will...
Research Briefing
US tariff rates are climbing to levels not seen since the 1930s, with world trade expected to decline and inflation...
Research Briefing
We think it's likely that high and broad-based tariffs are here to stay because, of all the purported goals of...
Research Briefing
We expect GDP growth in both the US and world economy to slow sharply due to the tariff hikes, but...
