Authors

By Yishan Cao, Geraldine Sundstrom | Apr 08, 2021

Global Chip Shortage: The Winners and Losers

We expect global tech spending to grow, driving demand for semiconductor components and leading to above-trend growth for the sector.

By Joachim Fels, Andrew Balls | Mar 30, 2021

Cyclical Outlook Key Takeaways: Dealing With an Inflation Head Fake

The global economy is poised for a strong recovery. Inflation is likely to spike temporarily, but we forecast that much of this rise will reverse later this year.

By Libby Cantrill | Mar 29, 2021

Will Taxes Rise in the U.S.?

Democrats could begin working on a tax bill later this year, but resulting tax hikes may be weaker and less of a headwind to growth than some fear.

By Jamil Baz, Josh Davis, Normane Gillmann | Mar 24, 2021

U.S. Equity Values: The Three Dogs That Have Not Barked

Thereʼs a bone of contention among investors: Are U.S. equity values about right or far too high?

By Tiffany Wilding, Jerome M. Schneider, Rick Chan | Mar 22, 2021

SLR Expiration: Treasury Markets Likely to Shoulder the Costs

The expiration of the temporary SLR changes should enhance the soundness of the banking system, but likely at the cost of Treasury market liquidity.

By | {{result.Date | date:'MMM dd, yyyy'}} {{result.FirmApprovalName}} Control Number: {{result.FirmApprovalCode}} | Firm Approval Expiration Date: {{result.FirmApprovalDate}}

—