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Economics analysis covering the globe.
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Latest Research
U.S. 2024 Election: Economic and Financial Implications
Elections matter for the economy, but financial markets are likely to be particularly attuned to the current election cycle given America’s unsustainable fiscal trajectory. The make-up of Congress will determine how much of the future President’s agenda can be implemented. A divided Congress will likely force the next President to make significant concessions relative to their current platform proposals.
September 13, 2024
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
What a difference a quarter can make. Financial markets have done a 180 relative to our prior Q&A. From focusing on the risks of persistent U.S. inflation and punting out rate cuts largely into 2025, to now worrying that the Fed is behind the curve and has not cut fast enough!
August 14, 2024
Latest Research
Behind the Scenes: China’s Deflation and Global Prices
The fading pandemic-era boom in goods consumption, multi-decade highs in interest rates that weighs on demand for durable goods that are often bought on credit, and a return to normalcy in supply chains have all helped slow consumer price inflation.
July 03, 2024
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Updated Publications
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
August 14, 2024
Updated Publications
Global Quarterly Economic Forecast
June 18, 2024
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
August 14, 2024
Updated Publications
Global Quarterly Economic Forecast
June 18, 2024
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
U.S. 2024 Election: Economic and Financial Implications
September 13, 2024
Latest Research
Behind the Scenes: China’s Deflation and Global Prices
July 03, 2024
Latest Research
Global Inflation Tracker
May 27, 2024
Latest Research
Piecing Together The Puzzle
May 23, 2024
Previous
Next
Latest Research
U.S. 2024 Election: Economic and Financial Implications
September 13, 2024
Latest Research
Behind the Scenes: China’s Deflation and Global Prices
July 03, 2024
Latest Research
Global Inflation Tracker
May 27, 2024
Latest Research
Piecing Together The Puzzle
May 23, 2024
View more latest research
Commentaries
Commentaries
OPEC+ Extends Cuts and Plans for Production Increases
June 03, 2024
Commentaries
European Central Bank Decision (March 2023)
March 16, 2023
Commentaries
China Q3 Economic Data (October 2023)
January 17, 2023
Commentaries
WATCH: Francis Fong on Carbon Border Levies and their Impacts on Emissions Targets on MoneyTalk
June 16, 2021
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Next
Commentaries
OPEC+ Extends Cuts and Plans for Production Increases
June 03, 2024
Commentaries
European Central Bank Decision (March 2023)
March 16, 2023
Commentaries
China Q3 Economic Data (October 2023)
January 17, 2023
Commentaries
WATCH: Francis Fong on Carbon Border Levies and their Impacts on Emissions Targets on MoneyTalk
June 16, 2021
View more commentaries