What do our long-term growth and inflation forecasts say about today’s economy?
Educational hub featuring an expanding set of tools and information.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
The performance of the US dollar significantly diverged from relative rate spreads.
The performance of the US dollar significantly diverged from relative rate spreads
Trade rhetoric is dominating news flow, weighing on risk assets. What could be the implications for US growth and inflation, and how is the outlook reflected in valuations?
EURUSD should be rangebound
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.
Market sentiment towards the Chinese currency has shifted significantly