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Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
The policy shifts and flips in the first 100 days of the Trump administration have kept forecasters and financial markets on their toes. The administration has moved quickly on multiple fronts, with the unprecedented spike in U.S. tariffs having rippled within equity markets, treasury yields and the U.S. dollar, only now to move in the other direction despite ongoing risks on the tariff front. Once again, this quarter's Q&A is dominated by the potential impacts.
May 14, 2025
Commentaries
U.S. Cuts Its First Trade Deal With UK – More Symbolic than Economic
Upon learning that the U.S. had reached a "full and comprehensive" trade agreement with the UK this morning, financial markets let out a sigh of relief. This marks the first deal since the large reciprocal tariffs were placed on all U.S trading partners a month ago.
May 08, 2025
Latest Research
Choppy Waters for the Barrel - Crude Oil Update
Oil prices continue to be pressured lower as erratic U.S. trade policy weighs on global economic growth at the same time that OPEC+ is boosting global oil supply. The price for WTI crude has shed over 20% since early last month to almost $55/bbl, the lowest level in over four years.
May 06, 2025
Latest Research
The Times They Are A-Changin’: Germany and the E.U.’s Economic Outlook
After two years of weak growth, Germany and much of the E.U. looked to be set for another tepid year in 2025. However, Germany’s incoming government looks to be going beyond added defense outlays and funding much-needed infrastructure investment. Our new outlook incorporates the increased German public investment spending linked to the new infrastructure fund.
March 27, 2025
Updated Publications
Global Quarterly Economic Forecast
Once again, policy shifts from the Trump administration are the main forecast theme this quarter, underpinning a downgrade to the global outlook. There is no way of knowing with certainty what tomorrow will bring in this on-again, off-again policy environment, forcing us to lay out a balanced set of assumptions to underpin this forecast cycle.
March 18, 2025
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Updated Publications
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
May 14, 2025
Updated Publications
Global Quarterly Economic Forecast
March 18, 2025
Updated Publications
Commodity Price Report: Stable Amidst Risks
May 16, 2024
Updated Publications
WATCH: U.S. Exceptionalism?
February 29, 2024
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Next
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
May 14, 2025
Updated Publications
Global Quarterly Economic Forecast
March 18, 2025
Updated Publications
Commodity Price Report: Stable Amidst Risks
May 16, 2024
Updated Publications
WATCH: U.S. Exceptionalism?
February 29, 2024
View more updated publications
Latest Research
Latest Research
Choppy Waters for the Barrel - Crude Oil Update
May 06, 2025
Latest Research
The Times They Are A-Changin’: Germany and the E.U.’s Economic Outlook
March 27, 2025
Latest Research
How Far Will They Go? China’s Outlook for 2025
January 07, 2025
Latest Research
Economic Outlook Gets Trumped!
December 05, 2024
Previous
Next
Latest Research
Choppy Waters for the Barrel - Crude Oil Update
May 06, 2025
Latest Research
The Times They Are A-Changin’: Germany and the E.U.’s Economic Outlook
March 27, 2025
Latest Research
How Far Will They Go? China’s Outlook for 2025
January 07, 2025
Latest Research
Economic Outlook Gets Trumped!
December 05, 2024
View more latest research
Commentaries
Commentaries
U.S. Cuts Its First Trade Deal With UK – More Symbolic than Economic
May 08, 2025
Commentaries
Update on U.S. Steel and Aluminum Tariffs
February 12, 2025
Commentaries
China Stimulus Announcements (September 2024)
September 26, 2024
Commentaries
OPEC+ Extends Cuts and Plans for Production Increases
June 03, 2024
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Next
Commentaries
U.S. Cuts Its First Trade Deal With UK – More Symbolic than Economic
May 08, 2025
Commentaries
Update on U.S. Steel and Aluminum Tariffs
February 12, 2025
Commentaries
China Stimulus Announcements (September 2024)
September 26, 2024
Commentaries
OPEC+ Extends Cuts and Plans for Production Increases
June 03, 2024
View more commentaries
