Newsletter: A monthly brief of new insights on important economic, financial and policy issues.
Short briefs on current and relevant global and regional economic, financial and policy developments.
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.
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.
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
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 briefing presents our views on what the May 2016 jobs report means for employment trends and the Fed’s policy stance going forward.
This briefing presents our views on recent market volatility in oil, stocks and exchange rates and how these markets will evolve in 2016.
This briefing provides context to the recent stock market “collapse” in terms of the recent meteoric rise, the small share of household assets involved and the role of declining real estate investment.
This briefing outlines our views on China’s geopolitical ambitions and economic rebalancing objectives, with key input from our expert China advisors.
This briefing explains the impact of temporary effects dragging on first quarter U.S. GDP growth and highlights the strength of underlying growth.
This briefing highlights the disconnect between U.S. reported job growth and GDP growth, showing that job data reflect significantly stronger underlying economic activity.
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