Blogs - us

Our blog page showcases our thought-leadership on key issues in economics, politics and markets. Visit our research services and request a trial to find out more.


Crisis roadmap: After the false dawn

29 Apr 2020 - Oliver Brennan

One month ago we introduced our crisis roadmap as our framework to think about the evolution of the global economy, financial markets and the path of the virus over the next several months. At the time, we reckoned we.

#Eurozone #US #coronavirus #Oliver Brennan

Roadmap for US inflation

23 Apr 2020 - Steven Blitz

The near-term inflation outlook for the US economy is straightforward – there is none. Demand has collapsed, not supply, and there is no way that inflation will pick up until demand rises at least to meet supply. There.

#Inflation #US #Steven Blitz #Dario Perkins

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We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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