Research Briefing
Our sticker-shock model of the 2024 presidential election accurately predicted the winner of nearly all 50 states and the District...
US election
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Research Briefing
In response to the results of the US election we've adopted our 'limited Trump' scenario as our baseline view for...
Research Briefing
Another Trump presidency will increase US fiscal stimulus, curb immigration, and lead to new tariffs on China, Canada, Mexico, and...
Research Briefing
Following the outcome of the US elections, we have adopted our 'limited Trump' scenario as our new baseline forecast. Our...
Research Briefing
Inflation is the foremost issue voters are concerned about, and how it is perceived will determine the election.
Research Briefing
We still see the presidential election as a coin flip, but our updated scenarios suggest that upside risks to our...
Research Briefing
Our analysis suggests that while a Harris presidency, assuming Democratic control of Congress, would have a minor positive impact on...
Research Briefing
We are significantly raising our forecasts for consumer spending growth over the next few years. We expect real consumption growth...
Research Briefing
We remain concerned about the potential fallout in Latin America from a second Trump presidency in areas other than a...
Research Briefing
Our baseline forecast is for some form of divided government that will not alter the current trajectory of industrial growth. If either side achieves a...
Research Briefing
Though Vice President Kamala Harris' chances of winning the election have improved since her debate with former President Donald Trump,...
Research Briefing
As the US election approaches, the potential economic outcomes are on everyone’s mind. Regardless of the result, the economy is...
Research Briefing
Vice President Kamala Harris has released the first part of her economic plan. In it, she proposes an expansion of...
Research Briefing
The three northern swing states of Pennsylvania, Michigan, and Wisconsin are must-win states for Vice President Kamala Harris and former...
Research Briefing
If President Biden did not drop out, the outcome of the election appeared to be clear, but things have changed...
Research Briefing
Using our Global Industry Model, we have modelled the sectoral impacts of two scenarios in which former President Donald Trump returns to the...
Research Briefing
President Biden's decision to withdraw as a candidate caps a string of major political events that has roiled the 2024...
Research Briefing
President Joe Biden's decision to drop out of the election doesn’t warrant any immediate changes to our election scenarios nor...
Research Briefing
We believe that developed market real estate investment trusts (DM REITs) are poised for a sustained period of positive performance...
The outcome of the presidential and congressional elections this November will be pivotal for the outlook in 2025 and beyond....
