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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[…]
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 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[…]
Global Growth Themes and Forecasts (Infographic)
Most major economies appear to be gradually advancing through the credit cycle, with most countries in recovery or expansion. We[…]
Global Growth Themes and Forecasts (Infographic)
Consensus expectations for global growth have been revised lower and fiscal stimulus in the US could fade in the coming[…]
Global Growth Themes and Forecasts (Infographic)
The global economy appears to be heading out of a soft patch within its continued expansion. In the coming months,[…]
Global Growth Themes and Forecasts (Infographic)
Global growth momentum has eased off the blistering pace seen late last year. However, many economies around the world are[…]
Global Growth Themes and Forecasts (Infographic)
Global growth has chugged along at a modest pace throughout 2017, and I expect more of the same heading into[…]
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