Insights Gain insight into our independent global macro research through these complimentary reports All China & Emerging Markets Commodities Economy Geopolitics Monetary Policy Private Markets Apply Economy Tariff Distortions Mask Underlying US Growth Weakness The Q1 US GDP contraction and inflation dynamics reinforce our defensive asset allocation. GDP missed estimates and cont... Will US Hard Data Soften? Soft data continues to deteriorate and hard data will soon follow, reinforcing our defensive asset allocation. Consumer ... USTR Report Points to China and Europe as Next Trade Targets April 2 may mark peak trade tensions, but the path forward remains highly uncertain, supporting our underweight on risk ...
Tariff Distortions Mask Underlying US Growth Weakness The Q1 US GDP contraction and inflation dynamics reinforce our defensive asset allocation. GDP missed estimates and cont...
Will US Hard Data Soften? Soft data continues to deteriorate and hard data will soon follow, reinforcing our defensive asset allocation. Consumer ...
USTR Report Points to China and Europe as Next Trade Targets April 2 may mark peak trade tensions, but the path forward remains highly uncertain, supporting our underweight on risk ...
