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2020 Sector Outlook: The Macroeconomic Backdrop
To kick off 2020, we are providing our readers with a glimpse into this process with a new series featuring[…]
Looking Ahead of Earnings – 60 Seconds with Craig Burelle (Video)
One of the highlights of the second quarter for me was making upward revisions to forward earnings estimates for US[…]
Perspectives: Fed Funds Futures vs. Wall Street (Video)
Current estimates show a significant gap between the rate expectations of Wall Street economists and the Fed funds futures markets.[…]
Data Consistent with Another US Mini-Cycle
In our view, indicators suggest the economy is in the downturn phase of a mini-cycle—a period of slower economic growth[…]
Top Ten Drivers of the US Dollar
I believe US dollar strength is likely to persist, largely driven by global growth, monetary policy and trade developments. However,[…]
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 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[…]
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