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US Midterm Elections: The Base Case Scenario and Its Implications
The national midterm elections are tomorrow. As of this morning, Nate Silver’s FiveThirtyEight website is giving the Democrats an 85.6%[…]
Dutch Election Results: What Do They Mean for France?
Global markets breathed a collective sigh of relief last week when it became clear that Geert Wilders’ anti-European Party for[…]
Italian Elections: The Political Climate Heats Up
Markets breathed a sigh of relief as centrist Emmanuel Macron won the French presidency on Sunday, May 7. Despite the[…]
A Trump White House: Potential Impact on US Banks
Donald Trump’s presidential victory may have a mildly positive impact on US banks.
A Trump White House: Potential Impact on the Biopharmaceutical Industry
During the campaign, President-elect Trump talked about several key issues that would impact the biopharmaceutical sector, including drug importation, tax[…]
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 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[…]
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