Newsletter: A monthly brief of new insights on important economic, financial and policy issues.
Global economic outlook reports and other in-depth data-driven analyses on longer-term global trends on key issues such as demographics, labor markets and automation, and China.
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.
This report examines Trump administration policies and actions and the House Republican border tax adjustment (BAT) in the context of the United States’ traditional open market advocacy. While the adoption of the proposed BAT would take the effective U.S. tariff back to levels not seen since World War II and is, therefore, highly unlikely, we conclude that administration actions to date are within established norms of international trade policy.
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 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.
This report revisits and advances the global growth scenarios we introduced in our November 2015 Global Outlook report, Charting a New Path.
This report ranks the top 30 emerging markets by prime working-age urban market opportunity and risk out to 2050.
This report introduces new analysis of the financial risk that emerges when net wealth and national income become imbalanced late in the economic cycle.
This report analyzes the impact of trade, credit, commodity prices and China on the global growth outlook through 2018.
This report highlights long-term structural supports for growth and considers risks that could upend the economic modernization process.
This report focuses on the impact of the global trade slowdown, improving credit growth, exchange rate fluctuations, volatile commodity prices and their impact on emerging market growth.
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