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Economics analysis covering the globe.
Feature
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
Latest Research
U.S. Housing Market – A Path Back to Affordability
The U.S. housing market has undergone significant changes in recent history – going from an unprecedented level of home affordability in the aftermath of the 2008 housing crisis, to a current state of unaffordability not experienced within the last 20 years.
August 28, 2024
Latest Research
Dollars and Sense: Ready… Set... Cut! Cut! Cut!
The Fed is finally ready to cut interest rates, but questions remain on the speed and magnitude. We penciled in 25 basis points per meeting, with over 250 bps in cuts over this year and next. However, now that the Fed is confident that inflation will return to target, it will prioritize a little more of the other side of its dual mandate – developments in the job market – to ultimately determine the speed and size of rate cuts.
August 26, 2024
Latest Research
The Only Constant Is Change
After a long period of upside surprises to the economic data, markets are adjusting to a shift in paradigm. Fear moments will dot the landscape until confidence solidifies that the economic path remains a soft landing, and not a hard one.
August 22, 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
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Updated Publications
Updated Publications
Weekly Bottom Line
September 13, 2024
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
August 14, 2024
Updated Publications
Long-Term Forecast
June 20, 2024
Updated Publications
State Economic Forecast
June 20, 2024
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Next
Updated Publications
Weekly Bottom Line
September 13, 2024
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
August 14, 2024
Updated Publications
Long-Term Forecast
June 20, 2024
Updated Publications
State Economic Forecast
June 20, 2024
View more updated publications
Latest Research
Latest Research
U.S. 2024 Election: Economic and Financial Implications
September 13, 2024
Latest Research
U.S. Housing Market – A Path Back to Affordability
August 28, 2024
Latest Research
Dollars and Sense: Ready… Set... Cut! Cut! Cut!
August 26, 2024
Latest Research
The Only Constant Is Change
August 22, 2024
Previous
Next
Latest Research
U.S. 2024 Election: Economic and Financial Implications
September 13, 2024
Latest Research
U.S. Housing Market – A Path Back to Affordability
August 28, 2024
Latest Research
Dollars and Sense: Ready… Set... Cut! Cut! Cut!
August 26, 2024
Latest Research
The Only Constant Is Change
August 22, 2024
View more latest research
Commentaries
Commentaries
U.S. Consumer Price Index (August 2024)
September 11, 2024
Business Investment
U.S. NFIB Small Business Optimism Index (August 2024)
September 10, 2024
Labor
U.S. Employment (August 2024)
September 06, 2024
Commodities & Industry
U.S. ISM Services Index (August 2024)
September 05, 2024
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Next
Commentaries
U.S. Consumer Price Index (August 2024)
September 11, 2024
Business Investment
U.S. NFIB Small Business Optimism Index (August 2024)
September 10, 2024
Labor
U.S. Employment (August 2024)
September 06, 2024
Commodities & Industry
U.S. ISM Services Index (August 2024)
September 05, 2024
View more commentaries
