United States
Global macro research hub
Category Economics
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.
The unexpected resilience of global housing markets
March 19, 2024
Global housing markets have held up better than expected through the rate hiking cycle. We think this strength could mean a slower rate cutting cycle than markets expect.
China: potential growth – lower for longer
February 14, 2024
We continue to have a bearish view for Chinese growth over the medium term relative to current market expectations.
