Tiffany Wilding
Latest Insights
The Federal Reserve held its policy rate steady in October, but the door is clearly open to further hiking.
The AI investment boom is reshaping the U.S. economy, with higher policy rates and tighter financial conditions slowing growth in the sectors most sensitive to borrowing costs.
The Federal Reserve will likely hold rates steady at the next meeting, weighing inflation risks against an economy being reshaped by AI.
Economic resilience depends heavily on continued AI investment to bolster growth, imports, and exports around the world.
Powerful long-term shifts in geopolitics and technology are shaping the near-term economic and investment outlook, creating resilience in the baseline scenario and wider risks around it.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
With resilience concentrated among wealthier households, investors should prioritize quality and structure across consumer-linked ABF investments.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.