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U.S. and China at a Crossroads? An Interview with Andy Rothman

January 31st, 2018

With the recent upturn in China’s economic growth and mounting trade tensions we sat down with Andy Rothman, an Investment Strategist at Matthews Asia, to discuss major developments in China’s economy, its political situation, and its relations with the United States.

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Our Views


The Economic Consequences of Tax Reform Revisited

January 31st, 2018

Gail FolserWith the enactment of the Tax Cuts and Jobs Act (TCJA), I have revised my December 2017 Commentary to cover the specifics of the new legislation.  Notably, the conclusions have not changed; if anything, they are reinforced.

Will Immigration Sustain or Disrupt Developed Economies?

February 16th, 2018

The demographic dividend and the robust working-age population it brings have long since stopped paying in the advanced economies of the world. OECD countries now almost uniformly confront declining birth rates and mounting social welfare costs as retirees outnumber active workers.

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Client Events & Reports


March 2018

Our global outlook reports examine the dynamics that shape the global economy and outline our expectations for regional and global economic growth over the next few years.

Most Recent

January 29th, 2018

On January 29, 2018, GFG convened a private, high level group of select CEOs, Chairmen, and top policy leaders from around the world in New York City to exchange insights on key issues in the global business operating environment. 


December 21st, 2017

Though we remain very positive on the global cycle, this report further develops our view that the United States is set for a recession in 2018.


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