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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
Commentaries
China Stimulus Announcements (September 2024)
Headline grabbing policy announcements out of China this week are raising hopes of meeting this year's growth target, but more is likely needed for a virtuous cycle to take hold.
September 26, 2024
Latest Research
From Laggard, to Leader, and Back Again: Germany’s Malaise
Germany’s economic growth has underperformed the broader euro area for its longest stretch since the collapse of communism in eastern Europe led to German reunification. The current malaise is also the result of a supply shock but different from the last period of underperformance. It is expected to be less lasting too, and fade in 2025.
September 25, 2024
Updated Publications
Global Quarterly Economic Forecast
Although our global growth forecast has barely budged, it overlooks divergent paths between countries. The U.S. and Canada have benefited from upgrades, while previous growth stalwarts like China and Germany are getting the short end of the stick.
September 19, 2024
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
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Updated Publications
Updated Publications
Global Quarterly Economic Forecast
September 19, 2024
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
August 14, 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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Updated Publications
Global Quarterly Economic Forecast
September 19, 2024
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
August 14, 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
Markets Brace For Higher Inflation and Interest Rates Under President Trump
November 06, 2024
Latest Research
From Laggard, to Leader, and Back Again: Germany’s Malaise
September 25, 2024
Latest Research
U.S. 2024 Election: Economic and Financial Implications
September 13, 2024
Latest Research
The Only Constant Is Change
August 22, 2024
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Next
Latest Research
Markets Brace For Higher Inflation and Interest Rates Under President Trump
November 06, 2024
Latest Research
From Laggard, to Leader, and Back Again: Germany’s Malaise
September 25, 2024
Latest Research
U.S. 2024 Election: Economic and Financial Implications
September 13, 2024
Latest Research
The Only Constant Is Change
August 22, 2024
View more latest research
Commentaries
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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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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