Reports
The Risk of a Currency War
As central banks cut interest rates, the risk of a currency war has increased.
Fifteen Predictions for 2015
This report explores what major developments are likely to occur in 2015.
Central Banks Remain Dovish in 2015
The US stands alone as a source of strength among major economies heading into 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.
Global Monetary Policy Remains Dovish
Growth weakness in most major economies is ensuring that global monetary policy will be accommodative for quite some time
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
Will Global Monetary Policy Continue to Support Equity Markets?
Weakness in Europe and Japan is increasing the likelihood that monetary policy will be eased further in both areas in the coming months.
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.
The Outlook for the Canadian Economy
Despite weak employment and output growth, the outlook for the Canadian economy is reasonably solid.
Predictions for the Second Half of 2014
Growth will rebound in China after the first quarter despite housing market weakness.