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Economics analysis covering the globe.
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Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
Investors must feel like 2024 has given them whiplash, as expectations for interest rates turn on a dime from one quarter to the next. The Trump trade is the latest catalyst, as the incoming administration's policies are perceived as inflationary, leading markets, and ourselves, to reduce the number of fed rate cuts expected.
November 27, 2024
Latest Research
U.S. Treasury Market Uncertainties: Higher Supply and Shifting Demand
Higher structural deficits are expected to push U.S. federal government debt as a share of GDP to 100% next year and 122% by 2034. This translates to a roughly $22 trillion (or 85%) increase in the supply of U.S. Treasuries between 2024 and 2034.
November 19, 2024
Latest Research
Markets Brace For Higher Inflation and Interest Rates Under President Trump
As of 11 AM ET, Donald Trump has secured 277 of the 538 Electoral College votes, becoming the 47th president. While ballots are still being counted, President Trump also looks to have won the popular vote, which has not happened for a Republican president since George W. Bush in 2004.
November 06, 2024
Latest Research
U.S. Trade Vulnerabilities in Critical Minerals: Pressure Points Amid Rising Tensions
In 2022, the U.S. designated 50 minerals as critical to the economy and national security. These minerals are used in countless products including automobiles, energy systems, electronics, and military equipment. China dominates the global production of more than half of the critical minerals outlined by the U.S. government, which it has leveraged over the past year amid rising trade tensions between the two nations.
October 22, 2024
Latest Research
Can’t Hold Me Down: U.S. Consumer Spending To See an Upgrade
The Bureau of Economic Analysis recently made annual benchmark revisions to its National Income & Product Accounts, which showed a stronger pace of economic and income growth in recent years, with a notable upgrade to personal income in H1-2024.
October 17, 2024
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Updated Publications
Updated Publications
Weekly Bottom Line
November 29, 2024
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
November 27, 2024
Updated Publications
Long-Term Forecast
September 25, 2024
Updated Publications
State Economic Forecast
September 20, 2024
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Next
Updated Publications
Weekly Bottom Line
November 29, 2024
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
November 27, 2024
Updated Publications
Long-Term Forecast
September 25, 2024
Updated Publications
State Economic Forecast
September 20, 2024
View more updated publications
Latest Research
Latest Research
U.S. Treasury Market Uncertainties: Higher Supply and Shifting Demand
November 19, 2024
Latest Research
Markets Brace For Higher Inflation and Interest Rates Under President Trump
November 06, 2024
Latest Research
U.S. Trade Vulnerabilities in Critical Minerals: Pressure Points Amid Rising Tensions
October 22, 2024
Latest Research
Can’t Hold Me Down: U.S. Consumer Spending To See an Upgrade
October 17, 2024
Previous
Next
Latest Research
U.S. Treasury Market Uncertainties: Higher Supply and Shifting Demand
November 19, 2024
Latest Research
Markets Brace For Higher Inflation and Interest Rates Under President Trump
November 06, 2024
Latest Research
U.S. Trade Vulnerabilities in Critical Minerals: Pressure Points Amid Rising Tensions
October 22, 2024
Latest Research
Can’t Hold Me Down: U.S. Consumer Spending To See an Upgrade
October 17, 2024
View more latest research
Commentaries
Commodities & Industry
U.S. ISM Manufacturing Index (November 2024)
December 02, 2024
Commentaries
Real GDP (Q3-2024, second estimate)
November 27, 2024
Consumer
U.S. Personal Income & Spending (October 2024)
November 27, 2024
Commentaries
U.S. FOMC Meeting Minutes (November 6-7, 2024)
November 26, 2024
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Commodities & Industry
U.S. ISM Manufacturing Index (November 2024)
December 02, 2024
Commentaries
Real GDP (Q3-2024, second estimate)
November 27, 2024
Consumer
U.S. Personal Income & Spending (October 2024)
November 27, 2024
Commentaries
U.S. FOMC Meeting Minutes (November 6-7, 2024)
November 26, 2024
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