Global Macro Views

Structure

Inflation War Stories: The Fed Charts A New Strategic Framework

October 26, 2020

The Bank of Japan has failed to reach its inflation target for decades—is the Fed heading down a similar path?

Presidents faces on bills

Will Policy Support be Enough?

July 27, 2020

As May and June numbers are proving out, policy support is the lifeline the economy needs, serving as a bridge to help consumers emerge on the other side of the pandemic intact.

Shoppers in mall

All Eyes on the Consumer

May 11, 2020

The fundamental economic backdrop that preceded COVID-19 was starkly different than the economic environment that preceded the 2008 crisis.

Will Policy Support be Enough?

July 27, 2020

As May and June numbers are proving out, policy support is the lifeline the economy needs, serving as a bridge to help consumers emerge on the other side of the pandemic intact.

Read More

All Eyes on the Consumer

May 11, 2020

While there are many parallels to draw between the current crisis and 2008, the fundamental economic backdrop that preceded COVID-19 was starkly different than the economic environment that preceded the 2008 crisis.

Read More