The Trump victory has inflicted a heavy dose of uncertainty on the capital intensive global auto..

Credit Research, Election

Many of the policies President-elect Trump discussed on the campaign trail align with current and..

Commodities, Election

Donald Trump's presidential upset has stunned financial markets, which had heavily discounted a..

Macro Strategies, Election, Infographic

As do many economists, I have a strong bias for free trade. These are not happy times for those of..

Macro Strategies, Trade

The burning question for equity investors is: what will happen to earnings in 2017? We estimate..

Equity Research

With global savings and investment having peaked recently, we remain in a demand deficient world,..

Macro Strategies, Market Outlook, Infographic