US GDP

Will Monetary Easing Continue? Look to the Powell Pivot and Inflation for Answers

After a recent 25bp cut, Grizzle Strategist Chris Wood examines the economic data to determine whether further monetary easing should be expected. ... Read More»

The US Tax Reform GDP Sugar Rush Coming to an End

The base case here remains that the 2Q18 US GDP will mark the peak of growth in this cycle on the 'sugar rush' of Donald Trump’s tax reform. Still, the l... Read More»

US Dollar Strength Usher Emerging Market Credit Tears

Growth remains seemingly benign, most particularly in the US with the Atlanta Fed’s GDPNow model indicating 3%YoY growth last quarter (see following chart).... Read More»