HIGHLIGHTS OF THE WEEK Investors paid close attention to developments from the White House this week, with President Trump’s tax overhaul proposal helping to send the S&P 500 to new highs. Inflation disappointed again in August, but some states are beginning to display meaningful
HIGHLIGHTS OF THE WEEK Finally, midway through 2017 global growth is looking better than it was a few months ago. Our latest Global Outlook discusses how the optimism that has been missing for several years has finally returned. With stronger global growth comes tighter monetary polic
HIGHLIGHTS OF THE WEEK Investors and analysts reading the economic tea leaves were given mixed messages this week. On the one hand, inflation ticked up, but on the other, consumer spending softened. Consumer prices rose 0.4% (m/m) in August, pushing inflation to 1.9% (y/y) from 1.7%.
HIGHLIGHTS OF THE WEEK Investors had lots to digest this week, with the lineup including communication from central banks, natural disasters and growing geopolitical tensions. The dynamics weighed on equities, while sending gold and Treasuries higher. Economic data remained largely po
HIGHLIGHTS OF THE WEEK Substantial positive revisions to Q2 US GDP indicated stronger momentum going into the third quarter than previously thought, with Hurricane Harvey expected to shave 0.1-0.4 ppts. off growth in Q3. Inflation continued to be stubbornly elusive in July but we stil