Research Briefing
Tensions in Iran threaten global energy security through the risk of disruption in the Strait of Hormuz, the world’s most...
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Displaying 1 to 20 of 644 results
Research Briefing
The White House has pivoted to a new tariff authority to impose a 10% global duty, with the possibility of...
Research Briefing
A jobless expansion, the growing role of financial wealth, and the impact of fiscal policy will widen the bifurcation of...
Research Briefing
AI spending boosted US GDP by 0.4ppts in 2025 and we expect it to add a similar amount this year.
The Supreme court ruling on tariffs lowers the effective tariff rate down sharply. In this report, we discuss its implications.
Research Briefing
While Kevin Warsh, the Trump administration's nominee for Federal Reserve chair, was a more hawkish member of the Federal Open...
Research Briefing
While we mostly agree with Federal Reserve Chair nominee Kevin Warsh's argument that the economy is in a supply-side expansion...
Research Briefing
The US is loosening restrictions on advanced chip exports to China, hoping to slow its manufacturing progress, but China’s drive...
As confidence of the US’ role as the anchor of the international order weakens, our long-term Global Rebalance scenario explores...
Consulting Report
The production of The Pitt, Season One resulted in nearly $87 million in total spending across California in 2024. The...
Research Briefing
Research Briefing US International Inbound: Lessons from 2025, Outlook for 2026 Assessing our forecast and the new shape of US...
Research Briefing
AI-related investment is unlikely to be a near-term driver of GDP growth in the EU, unlike the US where it...
Research Briefing
The odds of our baseline view of most US tariffs on Canada and Mexico being removed by mid-2026 are decreasing....
Research Briefing
The data released over the past week don't warrant changes to our latest baseline forecast for growth to improve this...
Research Briefing
Midterm voters seem to form their opinion around the economy in the summer and fall. How the economy, and especially...
In this blog, we discuss the implications of the US–Venezuela conflict for both countries’ economies, as well as for global...
Research Briefing
The US attack on Venezuela over the weekend dramatically increases uncertainty about the future of its political regime, but the...
Research Briefing
Our supply-chain stress index rose in October after sticking within a narrow range over the past year. Volatile trade flows...
Research Briefing
We're raising our forecast for light vehicle sales to 15.7mn next year to reflect improving affordability, the new-car loan interest...
Consulting Report
This report provides the first look into the growing market of flexible earning opportunities providing human input and oversight into...
