Research Briefing
The Census Bureau released its long-term population projections in November. They paint a more pessimistic outlook for the US than...
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Displaying 1 to 20 of 656 results
Research Briefing
Surprisingly, the rate hiking cycle in the US has not been accompanied by a spike in financial distress. This partly...
Research Briefing
Growth in the main economic indicators (GDP, employment, and consumer spending) is likely to be weaker in 2024 than in...
Research Briefing
The US machine tool industry has navigated through volatile markets in recent years. While the number of new orders has...
Research Briefing
We think US high-yield spreads will trade at or below 400 bps throughout this year. Upward revisions to our US...
Research Briefing
The upcoming elections will affect the US economy beyond 2024 and are a major source of near-term uncertainty. Although we...
Consulting Report
The Department of Labor has proposed to raise the salary threshold that executive, administrative, and professional workers must be paid...
Global travel recovery will continue in 2024 despite a slower economic backdrop. Many countries that were previously expected to endure...
Research Briefing
We expect another year of industrial metal price weakness in 2024 and are generally below consensus. Metal demand will remain...
Research Briefing
The US has come out of the pandemic in better shape than China with GDP above pre-pandemic forecasts, whereas China...
Research Briefing
The economy is weakening, but the incoming data are consistent with a slowdown rather than a technical recession.
Research Briefing
Unsurprisingly, the COP28 international climate conference did not end with a dramatic shift in the world's response to climate change....
The United States and Europe are both set to fall into a shallow industrial recession this year, thanks to a...
Research Briefing
Inflation will likely decelerate in 2024 as the impact of imported inflation wanes. We expect the Bank of Japan will...
Research Briefing
We forecast no rate cuts by the Fed up to and including the July meeting, while the market prices 72bps....
Research Briefing
We think risk assets will underperform in 2024. We map out the implications of our key 2024 global macro themes...
Research Briefing
In 2024, the main influence on Asia is likely to be a global slowdown, particularly in China and the US....
Trade protectionism between the US and China has been intensifying over recent years, and this is increasingly raising concerns of...
Research Briefing
After nearly doubling in size from 2017 through 2022, the warehousing and storage sector shed jobs over the last five...
Research Briefing
Our measure of financial conditions has become less restrictive in the US and started to loosen in the eurozone and...
