Notes on the Economy – 3Q 2020 Summary
Not yet a sure thing, but data from many countries indicate that the worst of the global downturn is probably in the past.
China’s Belt & Road Initiative: Execution Challenges Part II
China’s foreign investments increase, leading to their expanded influence and relationships around the world.
Notes on the Economy – 2Q 2020 Summary
The global economy has been put under lock and key as health authorities around the world use forced inactivity to slow the progression of the COVID-19 pandemic.
China’s Belt & Road Initiative: Execution Challenges Part I
China’s Belt and Road Initiative has not been the win-win deal President Xi promised. There are growing concerns that BRI projects are increasing China’s dominance over the developing world.
Special Report: China’s Energy Fix
China’s supersized appetite for energy continues to grow as it looks for more and more energy sources to transition from a middle-income to an upper-income economy.
Notes on the Economy – 1Q 2020 Summary
The global economy now faces another risk—potential loss of production due to the COVID-19 outbreak that originated in Wuhan, China.
Three-Year Economic Outlook Summary (2020-2022)
A look at probable economic scenarios and asset class expected return projections.
Special Report: China’s Gordian Knot
The world’s reliance on China is deepening, but complex economic challenges loom for the nation. It’s a Gordian knot that could affect us all.
Notes on the Economy – 4Q 2019 Summary
The economy has decelerated during 2019; growth should soon hit bottom and turn the corner, gaining speed in the first half of 2020.
Outlook for the U.S. Economic Expansion
Certain indicators suggest that risks to future U.S. economic growth have increased, but overall the outlook for the economy remains positive thanks to strong consumer spending and monetary policy support.