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Integrated analysis of macroeconomics, markets and policy.
Latest Research
Western Europe
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Mar 16, 2018
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Mar 16, 2018
Bank of England Preview: Playing for Time?
by Andrew Wroblewski
Western Europe
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Mar 15, 2018
Strong Franc Plagues Swiss National Bank
by Henri Kouam
North America
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Mar 15, 2018
FOMC Preview: Happy Outlook and Higher Rates
by Kevin Harris, David Sloan
Big Picture
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Mar 15, 2018
Developed Markets Are Losing an Innovation Race
by Tamara Basic Vasiljev
Latin America
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Mar 15, 2018
Brazil: Taking Advantage of Soft Inflation
by Pedro Tuesta
Western Europe
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Mar 15, 2018
Italian Election: Markets’ Fears Coming True
by Gianluca Ziglio
Asia/Pacific
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Mar 14, 2018
Malaysian Election: On the Horns of a Dilemma
by Charu Chanana
View Change
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Mar 14, 2018
Philippines: Central Bank Likely to Delay Rate Hike
by Jiaxin Lu
North America
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Mar 13, 2018
Trump Rushes Toward New China Trade Sanctions
by Kevin Harris
Western Europe
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Mar 13, 2018
UK Fiscal and Economic Update: Less Bad?
by Andrew Wroblewski
Asia/Pacific
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Mar 13, 2018
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India’s Farmers Desperately Need Structural Reforms
by Charu Chanana
View Change
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Mar 13, 2018
South African Reserve Bank: Holding Off for Now
by John Tate
Updates
Conference Call
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Dec 11, 2017
Conference Call
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Nov 21, 2017
REPLAY—Key Global Themes for 2018
Conference Call
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Sep 28, 2017
REPLAY—Q4 Global Outlook: What Lies Ahead?
Conference Call
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Jun 13, 2017
REPLAY—Q3 Global Outlook and Themes Review
by Gabriel Stein, Kevin Harris, Rachel Ziemba, Andy Hartwill
Conference Call
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Mar 08, 2017
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REPLAY—Q2 Global Outlook: Shifting Sands and a Bear Market in Bonds
by Gabriel Stein, Kevin Harris, Rachel Ziemba, Andy Hartwill
Conference Call
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Feb 08, 2017
REPLAY—Populist Tides Still Rising: An Update From Trump Through Brexit to Europe
Global Outlook
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Dec 07, 2016
REPLAY—2017 Outlook: Abnormal Politics, Normalizing Policies
by Andy Hartwill, Gabriel Stein, Rachel Ziemba, Kevin Harris
Conference Call
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Nov 17, 2016
REPLAY—2017 Themes: The Ideas and Trends That Will Drive Markets Next Year
by Gabriel Stein, Rachel Ziemba, Research Team
Conference Call
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Nov 10, 2016
REPLAY—Conference Call—U.S. Election: Assessing the Aftermath
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Oct 26, 2016
Outperformance Supports the Country Insights Methodology
Conference Call
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Sep 27, 2016
REPLAY—Global Outlook: Time for a Reload
by Kevin Harris, Rachel Ziemba
Global Outlook
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Jun 21, 2016
REPLAY—Global Outlook: Brexit Buffet
by Brunello Rosa, Rachel Ziemba, Research Team
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