Research
Our Latest Insights on the Economy and Markets
Follow our regular commentary, access our latest macro scenarios and industry outlooks, and explore our in-depth thinking on key themes.
Follow our regular commentary, access our latest macro scenarios and industry outlooks, and explore our in-depth thinking on key themes.
Quarterly Outlook
Our quarterly assessment of the economic outlook, with updates to our scenarios and deep analysis of topical issues.
| /Title | /Description | /Date | /Actions |
|---|---|---|---|
Better Sluggish than Sorry Q4 Quarterly Scenario Update | We introduce our three anchor macro scenarios. The weight assigned to a continued “muddle through” is below 50%. But the alternatives are not necessarily preferable. | Oct 30 2025 |
Q4 Quarterly Scenario Update
We introduce our three anchor macro scenarios. The weight assigned to a continued “muddle through” is below 50%. But the alternatives are not necessarily preferable.
