United States (120)

US profits hold firm in first quarter – but do the data point toward an earnings crunch next year? And which data are best?
First-quarter earnings for 2022 have so far not delivered many upsets, even if the post-pandemic...
27 Apr 2022
4 min read







Growing pains, roaring 20s, or stagflation? Revisiting our scenarios
With inflation continuing to rise and central banks beginning to act , we update our macro scenar...
19 Nov 2021
4 min read





