Newsletter: A monthly brief of new insights on important economic, financial and policy issues.
Global Economic Dynamics
This report builds on themes introduced in our previous Global Outlook reports, namely accelerating global growth led by emerging markets, a declining U.S. dollar, and rising commodity prices. In this report we also project a “reset” of the U.S. economy in 2018 marked by a sharp slowdown in growth.
On January 9, 2017, The GailFosler Group (GFG) once again 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.
This report assesses the impact of President-elect Trump’s policies on the U.S. economy and global inflation, building on our June outlook for higher commodity prices and emerging market growth. We discuss President-elect Trump’s policies, their likely timeline and effects, and how they compare to President Reagan’s, highlighting the very different economic conditions that Trump inherits compared to Reagan.
This brief was prompted by various estimates of oil demand that have been put forward in recent weeks and the recent run up in oil prices after last week’s OPEC supply agreement.
This report explores how demand for fossil fuels and renewables will be shaped by global commitments to climate objectives and the potential for investment across the energy sector.
On September 5, 2016, The GailFosler Group (GFG) convened a private, high level group of select CEOs, Chairmen, and top policy leaders in London to exchange and synthesize their views on key global business issues.
Oil is down, stock markets are up and the political landscape is uncertain but GFG’s views are unchanged from our June 2016 Global Outlook report.
Our views on the Brexit vote and implications for the global economy, financial markets, the U.S. economy and the Fed’s policy stance.
This report revisits and advances the global growth scenarios we introduced in our November 2015 Global Outlook report, Charting a New Path.
This briefing presents our views on what the May 2016 jobs report means for employment trends and the Fed’s policy stance going forward.
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