Research
US Economics Analyst: The Framework Review: Room for Innovation on Fed Communication (Abecasis / Mericle)
1 Jul 2025 | 0:44am | 16pg | Research | Economics - Jan Hatzius and others
Global Economics Analyst: The Path to 2075 — The Positive Story of Global Aging (Daly/Njie/Allen)
20 May 2025 | 11:52am | 21pg | Research | Economics - Kevin Daly and others
European Daily: UK—Why is Inflation Still So High? A Cross-Country Perspective (Stehn)
15 May 2025 | 4:48pm | 8pg | Research | Economics - Sven Jari Stehn and others
US Daily: Raising Our Growth Forecast and Lowering Our Recession Odds in the Wake of a US-China Trade Deal (Hatzius / Mericle / Phillips / Walker)
12 May 2025 | 8:04pm | 8pg | Research | Economics - Jan Hatzius and others
Global Views: On the Precipice
6 May 2025 | 10:25am | 8pg | Research | Economics - Jan Hatzius
Global Economics Comment: Tracking Trade Impacts of Tariffs in Global Economic Data
22 Apr 2025 | 4:52am | 8pg | Research | Economics - Jan Hatzius and others
Global Strategy Paper: Bear Market Anatomy – the path and shape of the bear market
8 Apr 2025 | 4:00am | 20pg | Research | Portfolio Strategy - Peter Oppenheimer and others
USA: President Trump Announces “Reciprocal” Tariffs
3 Apr 2025 | 3:09am | 6pg | Research | Economics - Jan Hatzius and others
Global Market Views: Double Trouble for US Exceptionalism
16 Mar 2025 | 10:17pm | 13pg | Research | Economics - Dominic Wilson and others
US Equity Views: Lowering our S&P 500 EPS and valuation forecasts as the "Maleficent 7" pushes the index to the brink of correction
12 Mar 2025 | 2:04am | 19pg | Research | Portfolio Strategy - David J. Kostin and others
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