FMI Data Analysis: Second Report of 2016-Q2 GDP
16Q2 Revisions were mostly modest. With consumption firm and the inventory correction over, prospects are good for 16Q3 & beyond.
A Post-2014 Strategic Framework for Oil & Gas Price Dynamics
The Yellen Shock
Connecting the Dots: Federal Reserve Policy
Fifteen Predictions for 2015
This report explores what major developments are likely to occur in 2015.
Fourth Quarter Survey of the Developed Economies: The US Continues to Outperform
The recent trend of strong growth in the US and weakness in Europe and Japan persisted during the third quarter.
How Energy Policy Is Boosting the US, but Harming Growth in Europe and Japan
Energy policy and market dynamics have provided a tailwind to US growth while serving as headwinds to growth in Europe and Japan
Why This Recovery Has Been So Weak Despite Capital Expenditures Being So Strong
Household consumption and government spending have dragged down this recovery even though business capital spending has been surprisingly strong.
Infrastructure as an Investment: Global Risks and Returns
Infrastructure investment will continue to be a growth sector in the coming decades, with the private sector playing a larger role
How Weak Job Creation and Wage Growth Constrained This Recovery
This recovery has been marked by its poor quality of job creation which has held down wages and growth compared to previous recoveries.
Predictions for the Second Half of 2014
Growth will rebound in China after the first quarter despite housing market weakness.
The Transformation of the US Labor Force and What It Could Mean for Future Consumption
The recent evolution of the US labor force could result in a lower consumption growth environment if certain trends are not reversed.
The End of Unconventional Monetary Policy
The US and UK are winding down unconventional monetary policies as Japan is set to ramp up such policies during the years ahead.
China’s New Dream: How Will Australia and the World Cope with the Reemergence of China as a Great Power?
China's rise is forcing advanced and developing economies to reconsider their economic and geopolitical orientations.
Fourteen Potential Surprises in 2014
Fourteen predictions for developments in the global economy during 2014 that are not adequately priced into the marketplace.