United States
Global macro research hub
Category Economics
UK fiscal update
December 12, 2024
We review the UK budget and the implications for growth, inflation and the Bank of England.
Japan: A window for optimism
November 11, 2024
A window for optimism has now opened in Japan, and the Bank of Japan has started to tighten policy for the first time since 2007.
Global Macro Research: US labor market is finely balanced
October 25, 2024
The US labor market has proved remarkably resilient this cycle, but the demand and supply of labor appears finely balanced and at risk of tipping into recessionary conditions.
The resurgence of Southern Europe
May 30, 2024
We believe the economic outperformance of Southern European countries relative to countries such as Germany should continue for some years to come.
US Election 2024: An early look
May 03, 2024
An early look at implications of the US Presidential election.
