Trade wars could dent profit margins, challenging expectations of strong earnings growth European investors likely to keep calm and carry on after dov
Trade policy is becoming a key area of focus for the administration. We examine the adjustment in the US current account in recent years, looking t
Low inflation has been a conundrum in recent years, "¦ but currently nowhere more so than in the Euro zone and Japan. We evaluate how G-3 inflation ha
Red states are falling behind blue states in the jobs boom. But the divide between red and blue states goes deeper than just job creation. We develop
We have shown that red states are falling behind blue states in the jobs recovery. We examine three possible drivers: (i) demographics; (ii) opioids;
We compare the US labor force participation rate to other G10 economies. The decline in the US participation rate is a clear outlier, especially wh
Red states are falling behind blue states in the labor market recovery, a phenomenon we documented in a Global Macro Views earlier this week. We fo
Red states are not benefitting the same as blue states from jobs growth, with the nature of th
The October labor market data on balance were a hawkish signal for the Fed, because the most dovish component - the drop in average hourly earnings gr
With the announcement of the next Fed Chair expected imminently, there is a lot of speculation over how policy might differ across the various candida
Sizing up the earnings turnaround' Pricing policy uncertainty' Bank earnings offer clues on cyclical recovery Frontier markets see a continued surge i
In a recent Global Macro Views , we have shown that this year's drop in US inflation - arguably one of the key macro surprises of 2017 - is to an impo
Download PDF (227.66 KB) II