Research Briefing
The US economy has slowed and become bifurcated across consumers, the business environment and the labor market.
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Displaying 1 to 20 of 645 results
In a rapidly evolving global trade environment, businesses must stay ahead of changing tariffs and regulatory demands. Our latest blog...
Amid ongoing global trade uncertainty, business leaders are struggling to plan ahead as new tariffs continue to reshape the market....
Research Briefing
The US economy will enjoy rising demand in 2026 and 2027, boosted by the recent deficit financed federal tax and...
Research Briefing
The budget reconciliation bill (OBBBA) ushers in significant cuts to the federal government's nutrition assistance program, or SNAP, that will...
Research Briefing
High-tech goods, pharma, and aerospace will be among the fastest growing segments over the next decade.
We built a forward-looking framework for analyzing how US tariffs achieve or undermine the various goals touted by policymakers.
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
Tariff policies, rising geopolitical tensions and unprecedented uncertainty are putting pressure on cities and regions across the world.
Research Briefing
Rising US tariffs, a 50% copper duty, crackdowns on Asian transshipment, and renewed Red Sea conflict are piling pressure on...
Research Briefing
Additional US tariffs have led us to downgrade our short-term outlook for the German economy, with this impact mostly concentrated...
Research Briefing
Our Global Economic Model simulations suggest that a permanent 40ppt tariff hike on US imports from Brazil would have limited...
Research Briefing
The July baseline forecast will fully adopt the Republican tax-and-spending bill, which is poised to become law by the July...
Research Briefing
The German finance ministry's draft budget for 2025 and updated medium-term fiscal plan show the government is embarking on a...
Research Briefing
The net immigration into the US has slowed more abruptly than anticipated in the early days of Trump's second presidency....
Research Briefing
For some governments, pressure from markets to set out clearer or more ambitious fiscal plans may build, posing a downside...
Research Briefing
The One Big Beautiful Bill Act could boost GDP over the next two years, with new tariffs helping to steady...
Research Briefing
The reshoring of US manufacturing, a key Trump administration policy objective, seems likely to continue despite the uncertain future of...
Research Briefing
We believe the recent sell-off in the dollar and US assets stems from cyclical pressures linked to tariffs and market...
Executive Summary
This quarter’s scenarios quantify key risks to the global economy. These relate primarily to trade protectionism and other geopolitical tensions,...
