Updated Publications
May 14, 2025
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.
March 18, 2025
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.
