Global Economics
Find economic insights and analysis on the latest geopolitical and macroeconomic developments and their local and global implications.
December Doves
We expect the FOMC to make a 25 bps cut to the target range for the federal funds rate to 3.50-3.75% from 3.75-4.00%.
Exclusive Australian almond outlook: Replanting for growth beyond 2030
Australia’s almond industry faces a pivotal transition with replanting and moderate expansion; growth beyond 2030 hinges on market development amid water and trade risks.
Global Daily: Don't Count on It
US equities closed mixed on Thursday, despite solid leads from European markets where all of the major indices closed higher...
US foodservice and food retail update: Consumers continue their search for value
Value-seeking US consumers are reshaping foodservice and retail, with speciality formats and deals driving spending and loyalty in Q3 2025.
Global Daily: IN CASE OF EMERGENCY BREAK RULES
The US is breaking rules. Europe is breaking rules. The UK is breaking rules. China is breaking rules. That IS the new rule - because we are in an emergency.
Exclusive Mexico 2026 Outlook: Boiling point
We expect the lagged effects of slowed investment and continued trade uncertainty to continue dragging GDP growth in 2026.
Outlook 2026
ï‚ŸThe stagflationary shock of the tariffs is still working its way through the economy, while the AI boom has led to a positive demand shock.
Monthly Outlook: Buckle up for 2026
If you think 2025 has been a wild ride, so 2026 ‘will be calmer’ as things revert to the mean, then you haven’t understood this year.
Global Daily: Sky's the Limit?
Major US indices closed high on Friday evening as trading resumed following the Thanksgiving holiday...
Exclusive Global beef quarterly Q4 2025
Beef production in key producing and consuming regions is expected to contract by 0.8% in 2025 compared to 2024 volumes, resulting in the first global beef contraction...
RBNZ: End of the Line?
November 2025 RBNZ Policy Meeting Review
Do you get the Points?
28, 27, 24, 6, or 19: The key points are the US is in a hurry to get a deal so it can focus elsewhere; and Europe continues to be left out of what it sees as its loop.