Notes on the Economy – 1Q 2021 Summary
While the U.S. economy slowed considerably in the fourth quarter of 2020, there is reason for optimism as vaccines bring the promise of freedom.
Notes on the Economy – 4Q 2020 Summary
Real GDP around the world saw record-breaking advances in the third quarter, but the course of the economy remains at the mercy of COVID-19.
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.