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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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GAIL'S COMMENTARY

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.

U.S. Debt: Financial Markets Wake Up

February 23rd, 2018

After years of complacency about U.S. deficits largely underwritten by unconventional Federal Reserve monetary policy, U.S. financial markets have woken up.  While there were a number of valuation-related and technical reasons for the recent selloff in U.S. stocks, the U.S. public debt outlook was also an important driver.

 
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Client Events & Reports

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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.

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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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