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.
House Ways and Means Chairman Brady has put forward his chairman’s mark on H.R.1, the “Tax Cuts and Jobs Act.” Our latest Client Briefing discusses the bill, its costs, and the rationale for our conviction that tax reform will pass this year.
The media frenzy surrounding tax reform strongly suggests that the border adjustment tax (BAT) and the deficit implications of dropping the BAT will doom tax reform for this year. The issue boils down to two questions: Can tax reform be done, and will it get done? Our answer to both questions is yes.
In our previous Client Briefing, we emphasized the sheer magnitude and complexity of the 2017 U.S. legislative agenda. In the current briefing, we want to address the deficit challenge associated with this 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.
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 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 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.
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