Economy

Economic analysis, monetary policy, and global macroeconomic trends

The Fed's Quantitative Tightening Endgame
Economy

The Fed's Quantitative Tightening Endgame: What Markets Expect

As the Federal Reserve approaches the end of its balance sheet reduction program, investors debate the implications.

China's Consumer Spending Slowdown
Economy

China's Consumer Spending Slowdown: Implications for Global Brands

Multinational companies are reassessing their China strategies as domestic consumption growth falls short.

Interest Rate Expectations
Economy

Interest Rate Expectations: What Markets Are Pricing In

Bond markets are signaling a very different path for rates than economists predict.

Labor Market Structural Changes
Economy

Structural Changes in the Labor Market

The post-pandemic labor market looks fundamentally different than before.

India as Manufacturing Hub
Economy

India's Bid to Become a Global Manufacturing Hub

Can India capitalize on supply chain diversification trends?

Japan's Economic Resurgence
Economy

Japan's Economic Resurgence: End of the Lost Decades?

After years of stagnation, Japan's economy shows signs of sustained recovery.