InflationPremiumUS
November 15, 2018

US: October inflation

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Interest ratePremiumUS
November 9, 2018

United States: November monetary policy update

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PoliticsUSWar Strategies
October 12, 2018

Trade wars: what does the “new NAFTA” tell us?

In our previous note on trade wars, we argued that trade disputes have a similar…
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InflationPremiumUS
October 11, 2018

US: September Inflation

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Interest rateUS
September 28, 2018

US- Optimistic fed is no guarantee of smooth sailing

The Federal Reserve has raised the Fed funds by 25bps, as widely anticipated, bringing the…
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USWar Strategies
July 27, 2018

Everything is changing, including war, and its implications for the current US trade disputes

In ancient history, wars had a fairly clear beginning and a clear end – they…
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Changing EuropeEurozoneUS
March 6, 2018

Global Backdrop: More complex but with space for upside surprises for growth and inflation

Since we published our year-ahead forecasts back in early-December, real GDP growth in the US…
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