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Downside risks remain amid a more balanced outlook in our Q1 IFRS 9 and CECL scenarios

Research Briefing

US job growth to downshift in March

Research Briefing

Eurozone: ECB rate cut decisions won’t likely be affected by the Fed

Research Briefing

On the trail of Banxico’s reaction function

Research Briefing

US Recession Monitor – Seasonal noise masks positive trend

Research Briefing

QE makes a difference – and it’s here to stay

Research Briefing

Rate cuts are a boon for metals markets…eventually

Research Briefing

Breaking out the presidential election-year playbook

Research Briefing

US Recession Monitor – No glaring fissures

Research Briefing

Key EM themes 2024 – Light beyond the high rates’ darkness

Research Briefing

Quick Take: Pricing of Fed cuts has gone too far

Research Briefing

US Key Themes 2024 – From stagnation to recovery

Research Briefing

Lower inflation will allow rates to fall faster in EA than US/UK

Research Briefing

US Recession Monitor – Slow growth, but no recession ahead

Research Briefing

US Recession Monitor – Must be the season of the risks

Research Briefing

Why a US year-end slowdown is still our base case

Research Briefing

US supply-chain logjams are quickly fading

In The Media

Industry today: The Fed Will Break Something

Research Briefing

Businesses hope for early rate cuts as banking fears linger

construction site

Research Briefing

Firms must brace for higher ‘new normal’ construction material prices

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