Global GDP Themes and Forecasts
The disinflation trend appears intact in the US and in the euro area. While economic growth in these regions could ease, we believe solid...
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The disinflation trend appears intact in the US and in the euro area. While economic growth in these regions could ease, we believe solid...
INTRODUCTION We see an extended runway for economic growth now that inflation has been tamed. While central banks may not have reached...
US rates grinded higher at the beginning of 2024 as the economy continued to prove resilient. Stronger-than-expected economic data, plus a...
INTRODUCTION As inflation continues to trend lower, most central banks appear to be done hiking interest rates. The European Central Bank...
We are past peak inflation in major economies like the US and Europe, but questions remain regarding the speed of deceleration in inflation...
Looking for signs International airports often have curbside signs that say “look right” or “look left” (i.e., cars drive on this...
Throughout history, technology has propelled business innovation and advancement. As active equity managers with an eye toward long-term...
INTRODUCTION We believe the US economy is late in the credit cycle as US Treasury bond yields move to highs not seen since 2007. Mortgage...
Peak inflation appears to be in the past for major economies like the US and Europe, but questions remain regarding the speed of...
INTRODUCTION The journey toward a downturn phase in the credit cycle is typically more like a brisk walk than a sprint. We do not see...
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