Research Briefing
The latest Beige Book revealed an economy that on balance was treading water heading into 2023.
US Fed
Filter content
Tag
Region
Research Briefing
The Federal Reserve knows that their mission to tame inflation isn’t complete, and odds are rising that the central bank...
Research Briefing
The 2023 outlook for the Gulf Cooperation Council (GCC) region will not compare to this year's spectacular expansion. That said,...
Research Briefing
Tightening US financial conditions over the past year will likely trim 0.2ppts from Q4 2022 GDP growth.
Research Briefing
While few observers expect to see any growth surprise in Japan, some have started to wonder whether global inflation may...
Research Briefing
There is no perfect measure of nominal wages – each has its own blemishes. So, we've created a wage tracker...
Research Briefing
We expect Asian currencies to stabilise, if not strengthen, versus the US dollar in 2023, as the Fed pauses hiking...
Research Briefing
The global cycle is now rolling over and even if the recession is likely to be mild, the subsequent recovery...
Research Briefing
Policy divergence will continue to be a key theme in global FI markets in 2023. Whereas we pencil in a...
Research Briefing
The strength of the US labor market, as demonstrated by the increase in job openings in September, will frustrate the...
Research Briefing
The precipitous decline of the Yen to record fresh lows (and briefly above 150 last month) coupled with a dramatic...
Research Briefing
To no one's surprise, the FOMC raised interest rates by 75bps for a fourth consecutive meeting, lifting the target range...
Consulting Report
In partnership with the British Valve and Actuator Association this latest edition of our annual Global Valve and Actuator Market...
The state of the market for valves and actuators is often seen as a bellwether for the state of the...
Research Briefing
Central banks around the world are raising interest rates and shrinking balance sheets, but financial conditions are not under enough...
Research Briefing
Revisions to personal income and spending data suggest US households accumulated a smaller stock of excess savings and have depleted...
Research Briefing
The September jobs data report and the August JOLTS offered some signs of a loosening in labor market conditions. Job...
Research Briefing
As far as markets are concerned, the Fed's expected path of short term rates, peaking at 4.4% early next year,...
Research Briefing
While US policy rates will rise further in the near-term, the long-run neutral rate – the interest rate consistent with...
Research Briefing
Our baseline economic outlook now assumes a mild US recession in the first half of 2023. Despite moderate improvement in...
