In-Depth Reports

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16Q2 Revisions were mostly modest. With consumption firm and the inventory correction over, prospects are good for 16Q3 & beyond.

11 pages

4 pages

10 pages

11 pages

This report explores what major developments are likely to occur in 2015.

8 pages

The recent trend of strong growth in the US and weakness in Europe and Japan persisted during the third quarter.

19 pages

Energy policy and market dynamics have provided a tailwind to US growth while serving as headwinds to growth in Europe and Japan

16 pages

Household consumption and government spending have dragged down this recovery even though business capital spending has been surprisingly strong.

55 pages

Infrastructure investment will continue to be a growth sector in the coming decades, with the private sector playing a larger role

20 pages

This recovery has been marked by its poor quality of job creation which has held down wages and growth compared to previous recoveries.

6 pages

Growth will rebound in China after the first quarter despite housing market weakness.

15 pages

The recent evolution of the US labor force could result in a lower consumption growth environment if certain trends are not reversed.

11 pages

The US and UK are winding down unconventional monetary policies as Japan is set to ramp up such policies during the years ahead.

40 pages

China's rise is forcing advanced and developing economies to reconsider their economic and geopolitical orientations.

9 pages

Fourteen predictions for developments in the global economy during 2014 that are not adequately priced into the marketplace.