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A Trump White House: Potential Impact on the Auto Industry
The heavy dose of uncertainty that’s been inflicted on this capital-intensive industry by the Trump victory could have a negative[…]
A Trump White House: Potential Impact on Commodities
How President-elect Trump interacts with the GOP will give us clues as to how policy positions could ultimately impact global[…]
A Trump White House: Potential Market Impacts of the US Election
Donald Trump's presidential upset has stunned financial markets, which had heavily discounted a Clinton victory. What might Trump's policy proposals[…]
Britain’s Vote for Brexit: Initial Thoughts
The UK referendum on European Union membership saw 51.9% of voters favor leave, surprising a market that had become confident[…]
Brexit’s Impact on Global Markets
Negotiations post-Brexit will be noisy and prolonged over one to two years, which creates fertile ground for tumultuous swings in[…]
Brexit: The Key Ingredients and What Could Go Wrong
There has been a lot of drama as the UK approaches the expiration of Article 50 (Brexit) in March 2019.[…]
A Better Path Toward Brexit After UK Conservatives Fall Short
UK politics are not stable after last week’s general election. When Prime Minister Theresa May called for a snap election[…]
Global GDP Themes and Forecasts (Infographic)
Global economic activity indicators are signaling that the manufacturing-driven slowdown has not yet run its course. However, we remain optimistic[…]
Global GDP Themes and Forecasts (Infographic)
Even if a solid manufacturing recovery materializes, we are not expecting global growth to accelerate substantially in 2020.
Global Growth Forecast – Q2 (Infographic)
This year began with a volatile start, as many capital markets followed oil prices sharply lower. When oil found its[…]
Global Growth Themes and Forecast (Infographic)
With global savings and investment having peaked recently, we remain in a demand deficient world, looking for the next region,[…]
Global Growth Themes and Forecasts (Infographic)
We expect the constructive global growth environment will persist into 2018. While there is potential for a temporary slowdown, a[…]
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