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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[…]
A Trump White House: Potential Impact on the Auto Industry
The heavy dose of uncertainty that’s been inflicted on this capital-intensive industry by the Trump victory could have a negative[…]
A Trump White House: Potential Impact on Commodities
How President-elect Trump interacts with the GOP will give us clues as to how policy positions could ultimately impact global[…]
A Trump White House: Potential Market Impacts of the US Election
Donald Trump's presidential upset has stunned financial markets, which had heavily discounted a Clinton victory. What might Trump's policy proposals[…]
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 Forecast (Infographic)
With global savings and investment having peaked recently, we remain in a demand deficient world, looking for the next region,[…]
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[…]
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