Joe Biden drops out of the 2024 presidential election
We believe Biden’s successor, Kamala Harris, will lose to Donald Trump in November In our…
Antoine BradleyJuly 25, 2024
US interest rates are likely to fall in late 2024
The risk of inflationary pressures will continue to plague the US economic outlook Since the…
Antoine BradleyJuly 22, 2024
Events to Watch 2024: Mid-Year Update
An improving global outlook remains vulnerable to an array of geopolitical disruptions It has been…
Antoine BradleyMay 16, 2024
The pace of rate cuts will vary across regions
In turn, this will lead to divergent growth prospects Multinationals should ensure they are updating…
Antoine BradleyMay 9, 2024
Canada’s immigration push risks backfiring
An undersupplied housing stock and high mortgage rates are putting pressure on Canadian consumers—and on…
Antoine BradleyApril 29, 2024
The outlook for the global manufacturing sector is brightening
Interest rates, trade tensions, and energy costs could derail the sector’s fragile recovery The improvement…
Antoine BradleyApril 18, 2024
Geopolitical risk is putting upward pressure on oil prices
Our new base case assumes Brent crude will average USD 87 over the course of…
Antoine BradleyApril 11, 2024
Global inflationary dynamics
This is likely to lead to divergences in monetary policy As we exit the shock…
Antoine BradleyMarch 28, 2024
Signs of stubborn inflation limit the scope for rate cuts
Labor market resilience and housing inflation are slowing the path down to the Fed’s 2%…
Antoine BradleyMarch 21, 2024
Red Sea disruptions will impact supply chains
Higher shipping costs and supply chain snarls threaten the disinflationary trajectory underway in the global…
Antoine BradleyJanuary 18, 2024
The Fed starts thinking about rate cuts
However, rates will remain elevated in 2024 and beyond The Fed’s rhetorical pivot toward loosening…
Antoine BradleyDecember 21, 2023
Global Events to Watch for 2024
We recently released Events to Watch 2024, one of our flagship reports which highlights events…
Antoine BradleyDecember 13, 2023
US growth is set to slow, but it will likely avoid a recession
Lower inflation and a robust labor market will keep the US economy in expansive territory…
Antoine BradleyNovember 30, 2023
The manufacturing sector remains in a deep contraction
Low demand and increasing price sensitivity will be challenges for manufacturers in 2024 The global…
Antoine BradleyNovember 27, 2023
The global economy will underperform in 2024
The recovery of purchasing power will be slow amid an environment of sticky inflation and…
Antoine BradleyOctober 26, 2023