Thank you! Click below to read the report Read the report now Don't have time to read it now? We've emailed you a link so you can read it at any time. You may also be interested in: US Housing Market Update Higher rates and tariffs to continue to limit homebuilding The renewed rise in mortgage rates reinforces our view that housing starts will fall further in the coming years, keeping downward pressure on residential investment. This does not imply an impending... 23rd September 2026 · 3 mins read Commodities Update US export ban would add fuel to the diesel crisis A ban on diesel exports by the US would exacerbate the existing severe strains in the global diesel market and drive prices outside of the US even higher in the short term. Nonetheless, given that a... 23rd September 2026 · 4 mins read US Economics Update Midterms 2026: What’s at stake? The big risk after the midterms is that emboldened Democrats try to leverage the debt ceiling to achieve their policy aims, raising the possibility of a debt default. Admittedly, Republicans may lift... 21st September 2026 · 5 mins read US Economics Weekly What to make of the Fed’s hawkish tilt While we expect the Fed to hike interest rates by more than the latest Summary of Economic Projections imply in the near term, we also think a slowdown in growth in 2028 will force the Fed to... 18th September 2026 · 4 mins read Pagination Current page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 … Next
US Housing Market Update Higher rates and tariffs to continue to limit homebuilding The renewed rise in mortgage rates reinforces our view that housing starts will fall further in the coming years, keeping downward pressure on residential investment. This does not imply an impending... 23rd September 2026 · 3 mins read
Commodities Update US export ban would add fuel to the diesel crisis A ban on diesel exports by the US would exacerbate the existing severe strains in the global diesel market and drive prices outside of the US even higher in the short term. Nonetheless, given that a... 23rd September 2026 · 4 mins read
US Economics Update Midterms 2026: What’s at stake? The big risk after the midterms is that emboldened Democrats try to leverage the debt ceiling to achieve their policy aims, raising the possibility of a debt default. Admittedly, Republicans may lift... 21st September 2026 · 5 mins read
US Economics Weekly What to make of the Fed’s hawkish tilt While we expect the Fed to hike interest rates by more than the latest Summary of Economic Projections imply in the near term, we also think a slowdown in growth in 2028 will force the Fed to... 18th September 2026 · 4 mins read
