Examples of our longer-term thematic research

At Last, Here Come U.S. Wage Gains

June 18, 2018 / Kevin Harris
Wage gains in the U.S. have not been accelerating much lately, on average. We think that will change over the next few quarters, based on increasing signs of wage gains among small businesses, which tend to lead overall wage trends.

OPEC Waves Goodbye to Output Restrictions

June 18, 2018 / Henri Kouam
Our forecast for the June 22 OPEC meeting.

ASEAN: The Demographic Advantage

June 18, 2018 / Charu Chanana
As China shifts its focus away from manufacturing, the ASEAN region has the potential to enhance its role as a global manufacturing hub. We have studied the region’s demographic and wage/productivity trends to find which countries are best positioned to capitalize on this opportunity.

Examples of our short-term tactical markets research

Quarterly Outlook and Strategy, North America 

June 11, 2018 / Mike Gallagher

Our latest 3-and-6-month forecasts for end-Q2 2018 and end-Q3 2018 show a number of key currency calls.

U.S. Q2 GDP Picture Picks Up, Is the Fiscal Stimulus Being Felt?

June 04, 2018 / David Sloan

Recent stronger data, notably from consumer spending and trade, has lifted the U.S. Q2 GDP outlook.

Quarterly View: US Chart SP 500 

June 04, 2018 / Rob Zukowski

Looking to close out Q2 on a strong note and try to keep the upside potential beyond 2800 alive for Q3.