Research

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As central banks cut interest rates, the risk of a currency war has increased.

11 pages

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

16 pages

The US stands alone as a source of strength among major economies heading into 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.

15 pages

Growth weakness in most major economies is ensuring that global monetary policy will be accommodative for quite some time

55 pages

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