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Takeaways from the Taiwan Election
US Personal Spending Resilient, Savings Rate Not so Much
US Unemployment Measures Are Gently Bottoming Out
US Import Prices From China Falling at Fastest Pace in Years
Gold Nuggets: Records Are Made to Be Broken
Quarterly Edition: Global Growth Stuck Below Trend
How Challenged are the US and Canadian Housing Sectors?
CEO’s Letter on Our 2020 Proxy Voting Agenda
Credit Is Not Just Expensive, but Harder to Get in the US
Quarterly Edition US Resilience Aside Global Growth Is Slowing
Small Firms Participate in and Aid US Disinflation Process
Robust Growth in UK Services Activity
US Unit Labor Cost Growth Is Normalizing
Macro Resilience Continues to Support Markets
US Consumers Are Highly Attuned to Declining Job Openings
2024 US Presidential Election Preview
Jumping Through Hoops: BoJ’s Path to Normalization
Positioning the Pieces
China’s Growth Trajectory Bears Close Watching
Stewardship Activity Report: Q3 2023
Index Funds Must Be Activists to Serve Investors
US Consumer Credit Dynamics Send Cautionary Signals
Is the End Well-Nigh for Quantitative Tightening?
Troubling Gap Between US GDP and GDI Estimates
Putting Companies in the Driver’s Seat to Enhance ESG Reporting
Fixed Income Outlook 2024
The US Housing Recession Is Over
Will Red Sea Trade Disruptions Be a Pandemic-Level Shipwreck?
Key Takeaways from the Fed Meeting
Japanese Services Sector Displays Delayed Revival
Fed Balance Sheet And Financial System Liquidity Measures
Asset Stewardship Report
This Level of US Goods Consumption Is Not Sustainable
January a Bump on, Not the End of US Disinflation Journey
2024 US Election – Big or Small Macro Policy Shift Coming?
The Banking Crisis, Regulations and Alternative Investments
Participant
Stewardship Activity Report: Q4 2023
Investment Implications of BOJ’s Great Normalization
Another Robust Quarter for US Household Consumption
Is Philly Fed Signalling An End To Goods Disinflation?
Disinflation Unfolds At Different Speeds Across US Economy
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Midyear 2023 Global Market Outlook: Preparing for a Path Less Certain
US Government Shutdown Is Not Just Theater
Inflation Report Surprises Fade Rate Cut Prospects
US Unemployment Rate Ticks up Despite Payrolls Gain
The Case for a Relook at Europe
The Bullish Case for Japanese Equities
Moderating Shelter Inflation to Drive US Core Disinflation
Fixed Income Research
Worsening US Labor Differential Flashes Warning Sign
Non-defense Aircraft Weigh on US Durable Goods Orders
Diverging Price Trends in New and Existing US Home Markets
Emerging Markets Outlook 2024
Stewardship Activity Report Q1 2023
The Board's Oversight of Racial and Ethnic Diversity, Equity and Inclusion
Weekly Economic Perspectives, 26 April 2024
Order Backlogs Plunging Across US Economy
More Cash Sales, Longer Sale Cycle for US Existing Homes
Gains in US Services Employment Near Pre-Covid Norms
Macroeconomic and Geopolitical Outlook 2024
Wage Disinflation Key to Preserving US Soft Landing Path
High Rates Bring Mortgage Applications to a Standstill
The Future State of Fixed Income: Research Report
US Growth Resilience With Disinflation = Soft Landing?
US Debt Ceiling Crisis: Scenarios That Matter
Moderation in US Wage Inflation Is Key Labor Market Trend
Big Swings in US Non-Manufacturing ISM Employment
US Existing Home Sales Now Below Covid Lows
Can the Soft Landing Survive the Fed?
Disinflation and Slowing Demand Weigh on US Retail Sales
Stewardship Activity Report: Q2 2023
Inflation Continues to Dominate Market Action
US Unemployment Rate Bottoming Out Gently but Surely
The Problem With Too Long of a Fed Delay?
2020 US Election: Fasten Your Seatbelts
Environmental Stewardship Highlights
Lose the Carbon
Quarterly Edition: Gentle Step Down in Global Growth
US Small Businesses Scale Back Hiring, Compensation Plans
Equity Outlook 2024
Quarterly Edition: Slowdown Ongoing but Rate Cuts on the Horizon Will Help
US Inflation Target Not in Hand, but in Sight
The US Debt Ceiling Endgame
The Future State of Fixed Income
US Continuing Unemployment Claims Near Cycle Highs
China: Property Sector Troubled, Clouding Recovery
India: Where the Fireworks Come From