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Updated Publications
Global Quarterly Economic Forecast
A resolution to the Mid-east conflict has become more elusive and complex, shifting the forecast towards higher oil prices and bond yields. However, these headwinds have not taken the wind out of the sails of the global economy.
September 17, 2026
Latest Research
Bond Yields: Higher for Longer — and for Fundamental Reasons
U.S. Treasury yields have risen across the curve in 2026, with the 10-year yield climbing roughly 80 basis points from its late-February low through the first week of September.
September 10, 2026
Latest Research
Oil Markets Have Bought Time, Not Insurance
Oil prices remain hostage to geopolitics as markets continue to swing between de-escalation hopes and renewed shipping disruptions.
August 04, 2026
Commentaries
U.S.–Iran Deal Signals De-escalation, But Implementation Risks Loom
The U.S. and Iran have reached a framework peace deal to end hostilities, reopen the Strait of Hormuz, and initiate 60 days of nuclear negotiations. A formal signing is expected later this week.
June 15, 2026
Trending
WATCH: Derek Burleton discusses the Return of the Oil Shock (June 2026 Client Presentation)
In the June 2026 client presentation on the Return of the Oil Shock, Derek Burleton discusses how renewed geopolitical tensions and supply disruptions have driven a sharp shift in global energy markets.
June 12, 2026
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Updated Publications
Updated Publications
Global Quarterly Economic Forecast
September 17, 2026
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
May 19, 2026
Updated Publications
Commodities Quick-Take
November 27, 2025
Updated Publications
G-7 Inflation Update: Energy Prices Erode Spending Power
May 20, 2022
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Next
Updated Publications
Global Quarterly Economic Forecast
September 17, 2026
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
May 19, 2026
Updated Publications
Commodities Quick-Take
November 27, 2025
Updated Publications
G-7 Inflation Update: Energy Prices Erode Spending Power
May 20, 2022
View more updated publications
Latest Research
Latest Research
Bond Yields: Higher for Longer — and for Fundamental Reasons
September 10, 2026
Latest Research
Oil Markets Have Bought Time, Not Insurance
August 04, 2026
Latest Research
Global Inflation Update
May 13, 2026
Latest Research
What Happens in Japan May Not Stay in Japan
March 31, 2026
Previous
Next
Latest Research
Bond Yields: Higher for Longer — and for Fundamental Reasons
September 10, 2026
Latest Research
Oil Markets Have Bought Time, Not Insurance
August 04, 2026
Latest Research
Global Inflation Update
May 13, 2026
Latest Research
What Happens in Japan May Not Stay in Japan
March 31, 2026
View more latest research
Commentaries
Commentaries
U.S.–Iran Deal Signals De-escalation, But Implementation Risks Loom
June 15, 2026
Commentaries
Central Bank Preview – June 2026
June 10, 2026
Commentaries
May PMIs Show Rising Risk of Stagflation
May 21, 2026
Commentaries
Escalating Middle East Tensions Jolt Oil Markets
March 02, 2026
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Commentaries
U.S.–Iran Deal Signals De-escalation, But Implementation Risks Loom
June 15, 2026
Commentaries
Central Bank Preview – June 2026
June 10, 2026
Commentaries
May PMIs Show Rising Risk of Stagflation
May 21, 2026
Commentaries
Escalating Middle East Tensions Jolt Oil Markets
March 02, 2026
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