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Independent research. Actionable insight.

Integrated analysis of macroeconomics, markets and policy.

Latest Research

Bank of England Preview: Playing for Time?

by Andrew Wroblewski

Strong Franc Plagues Swiss National Bank

FOMC Preview: Happy Outlook and Higher Rates

by Kevin Harris, David Sloan

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Developed Markets Are Losing an Innovation Race

by Tamara Basic Vasiljev

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Mar 15, 2018

Brazil: Taking Advantage of Soft Inflation

by Pedro Tuesta

Italian Election: Markets’ Fears Coming True

by Gianluca Ziglio

Malaysian Election: On the Horns of a Dilemma

by Charu Chanana

Philippines: Central Bank Likely to Delay Rate Hike

Trump Rushes Toward New China Trade Sanctions

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UK Fiscal and Economic Update: Less Bad?

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India’s Farmers Desperately Need Structural Reforms

by Charu Chanana

South African Reserve Bank: Holding Off for Now

Updates

Conference Call

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Conference Call

REPLAY—Key Global Themes for 2018

Conference Call

REPLAY—Q4 Global Outlook: What Lies Ahead?

Conference Call

REPLAY—Q3 Global Outlook and Themes Review

by Gabriel Stein, Kevin Harris, Rachel Ziemba, Andy Hartwill

Conference Call

REPLAY—Q2 Global Outlook: Shifting Sands and a Bear Market in Bonds

by Gabriel Stein, Kevin Harris, Rachel Ziemba, Andy Hartwill

Conference Call

REPLAY—Populist Tides Still Rising: An Update From Trump Through Brexit to Europe

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Global Outlook

REPLAY—2017 Outlook: Abnormal Politics, Normalizing Policies

by Andy Hartwill, Gabriel Stein, Rachel Ziemba, Kevin Harris

Conference Call

REPLAY—2017 Themes: The Ideas and Trends That Will Drive Markets Next Year

by Gabriel Stein, Rachel Ziemba, Research Team

Conference Call

REPLAY—Conference Call—U.S. Election: Assessing the Aftermath

by Gabriel Stein, Kevin Harris, Andy Hartwill, Rachel Ziemba

Outperformance Supports the Country Insights Methodology

Conference Call

REPLAY—Global Outlook: Time for a Reload

by Kevin Harris, Rachel Ziemba

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REPLAY—Global Outlook: Brexit Buffet

by Brunello Rosa, Rachel Ziemba, Research Team

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Aon Q4 Political Risk Map