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United States
Joined May 2015
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Capital Economics - US retweeted
A 10% tariff on all imports. Up to 60% on imports from China. A Donald Trump win in November could mean lower US growth, rebounding inflation and higher rates. But his other isolationist policies would have an even bigger impact on global GDP growth rb.gy/3szz6s
Capital Economics - US retweeted
We’re at the bullish end of 2024 S&P 500 forecasters – get our new report explaining the fundamental and speculative forces that will drive another year of outsized gains for US equities.
shorturl.at/jCJN4
#SP500 #USequities
Capital Economics - US retweeted
“.. new data on rent inflation released this week raise the possibility that the disinflationary process won’t stop there, with a period of below-target inflation a growing risk.”
- @CapEconUS #CPI
Capital Economics - US retweeted
About that "last mile is the hardest" nonsense. Remember rent of shelter accounts for 43% of the core #CPI basket. So if it does fall from 6.2% in Dec to -1% that would subtract 3.1% points, leaving core CPI Inflation at sub-1% by end-2024. Jan rate cut maybe?
Capital Economics - US retweeted
The collapse in the NY Fed manufacturing index to -43.7 in Jan is going to attract a lot of attention from the perma bears, but we'd caution it's more likely noise rather than signal.
Capital Economics - US retweeted
“The surge in Chapter 11 business bankruptcy filings .. is not as bad as it looks, as many of them related to the WeWork failure. Excluding those, bankruptcies trended lower at the end of 2023 and, with corporate bond yields falling .. the worst may already be behind us.”
@CapEconUS
Capital Economics - US retweeted
The lagged impact of previous monetary tightening will continue to push GDP growth well below potential next year. Get our latest forecasts for the #US economy in our Q1 2024 US Economic Outlook. Download the key takeaways from our client report now.
shorturl.at/nEY89
Capital Economics - US retweeted
There's growing downside risk that the stresses on small US banks & commercial real estate develop into an adverse feedback loop. In a worse-case scenario, this could mean a rolling crisis that lasts for years. Read our report to learn more: bit.ly/3nT53Xy
#USrealestate
Capital Economics - US retweeted
#US commercial real estate transactions last year didn't live up to 2021’s record highs. What's the outlook for 2023? How will a changing macroeconomic environment affect transactions this year and beyond? Read our latest complimentary report to find out. bit.ly/3xlYgHz
Capital Economics - US retweeted
Our new analysis of the investment outlook for US commercial real estate this year shows:
- Why the H1 will be marked by softness in activity;
- When a recovery could begin;
- Which sectors are set to outperform.
Read the free report: bit.ly/3JU9cUj
#USproperty
Capital Economics - US retweeted
In our latest podcast episode, Senior Markets Economist Tom Mathews explains why long-standing buyers of US Treasuries may not have the appetite they once did and what that means for the Treasury yield outlook. Listen here: bit.ly/3YcckPz
Capital Economics - US retweeted
Despite the #Fed’s talk of “ongoing increases”, our #US team thinks the case for more rate hikes is crumbling amid growing signs of disinflationary and recessionary conditions. Find out more: bit.ly/3Jwd11B
Capital Economics - US retweeted
Are markets ready for a central bank surprise this week? Our Group Chief Economist Neil Shearing explains how the data have shifted since committees last voted & highlights what investors should be watching. Listen to our latest podcast: bit.ly/3HGhqhj
Capital Economics - US retweeted
Could #housing downturns pressure central banks into pivoting sooner? Senior Economic Adviser Vicky Redwood discusses with Chief Global Economist Jennifer McKeown in this week’s podcast episode. bit.ly/3Raupux
#CentralBanks
Capital Economics - US retweeted
Our latest #US Economic Outlook explains why we expect higher interest rates to push the economy into a mild recession, but sharp disinflation to lay the groundwork for the Fed to cut rates before year-end. Get your complimentary copy of the report. bit.ly/3WHi02I
Capital Economics - US retweeted
A global recession is looming – when will it recover? bit.ly/3GylMVU
#globalrecession
Capital Economics - US retweeted
Will China's policy changes help the economy rebound this year? Our latest Global Economic Outlook provides macroeconomic forecasts for the major world economies. bit.ly/3iFbrQ3
#chinaeconomy
Capital Economics - US retweeted
The euro-zone is likely to suffer a deeper recession than most anticipate. Read our report for the latest macroeconomic forecasts covering the major economies. bit.ly/3W59QAK
#eurozone #recession
Capital Economics - US retweeted
We anticipate that #US real economic growth will remain consistently below its 2% potential pace over the next 2.5 years, but the risks of a #recession remain limited. Download our latest US Economic Outlook for more #USeconomy forecasts. bddy.me/3w6K2ci
