Browse our latest insights
15 insights
Feb 2025 · From the Field
Trump’s tariffs: More bite than bark?
The view that tariffs would have little long-term impact on asset prices is likely to be mistaken.
Feb 2025 · From the Field
Trump’s tariffs are a wild card for the global economy
Trade wars do not produce winners.
Jan 2025 · From the Field
Three important insights from 2024
Three investment trends from 2024 could continue to influence capital market behavior in 2025.
Dec 2024 · From the Field
China’s policy pivot marks a turning point in the economic cycle
A policy pivot from risk control to growth support suggests a more favorable environment for growth and business.
Dec 2024 · From the Field
What will a second Trump presidency mean for markets?
Markets appear optimistic about another Trump presidency. But inflation could spoil the party.
Nov 2024 · On the Horizon
U.S. exceptionalism has not run out of steam
The ingredients are there for another year of robust growth.
Nov 2024 · On the Horizon
Mapping the path from slowdown to recovery
The world is transitioning to manufacturing-led growth.
Nov 2024 · From the Field
Will Fed rate cuts translate into a strong U.S. economy?
Investors may need to temper their expectations for the Fed to boost U.S. growth in 2025.
Nov 2024 · In the Loop
What Trump’s win means for policy, the economy, and markets
Extending tax cuts and an assertive approach on trade policy likely to be areas of focus.
Oct 2024 · In the Loop
Three policy developments to watch after U.S. election
The postelection shift from campaigning to governing can create uncertainty for markets.
Oct 2024 · From the Field
Friendshoring is reconfiguring global trade
Opportunities arise for the West’s allies to plug supply deficits.
Oct 2024 · In the Loop
U.S. Election: What's at stake for M&A and antitrust policy?
Next president to decide if tough antitrust policy continues.
Sep 2024 · From the Field
Three key themes to watch out for in emerging markets
Economic growth resiliency to be tested, while new countries could start cutting interest rates.
Sep 2024 ·
US election and trade policy: What investors need to know
Presidential election will shape the pace of deglobalization
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