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The Future of Housing in America: An Interview with Donald H. Layton

February 13th, 2017

New home construction lags previous economic cycles and appears to be shifting away from single-family housing to multifamily rental units.  Is this due to a lack of financing for new construction specific to this cycle or to underlying demographics, labor market dynamics, land use and availability, or to behaviors and preferences, especially among millennials that impact demand? To get a perspective on these questions, we spoke with Donald H. Layton, chief executive officer of Freddie Mac.

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Insurance Is the Problem, Not the Solution

March 16th, 2017

Gail FolserThe House Republicans have put forward the first of a three-part effort to repeal and replace the Affordable Care Act (ACA).1  In this first step, many (perhaps most) of the ACA benefit-related provisions are maintained while most of the taxes levied to fund the ACA are eliminated.

Assessing the Trump Trade: Delayed but Not Dead

April 25th, 2017

Global stock markets are looking for new signs of optimism amid a range of geopolitical uncertainties and a slower than expected start to the Trump administration’s legislative agenda.  We have maintained from the beginning that stock markets were overeager to capitalize on the Trump election victory.

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June 2017

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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In this briefing, we address the deficit challenge associated with the 2017 U.S. legislative agenda and the implications for tax reform.


In our view, U.S. stock markets are banking on much more legislative change than will actually occur this year – a year in which many companies are as likely to be losers as winners.


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