United States
Global macro research hub
Category Economics
Global Macro Research - 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.
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.
