Economics

Timely, Market-Oriented Analysis and Forecasts of the Global Economy.

Concise, unique, and unbiased. Our Economics team focuses on the “must-know” aspects of macroeconomics for investors, presented in an accessible, easy-to-digest format. Whether from quick takes on data, or deep dives and forecasts, our clients benefit from timely, actionable reports.

LEADERSHIP:

Nancy Lazar

Nancy Lazar

Partner, Chief Economist

Bringing clarity to the complex.

In “From All Bad, To Less Bad: Watching the 5Cs,” Nancy Lazar examines economic recovery and policy changes in the face of the unprecedented global pandemic.

OUR ECONOMICS TEAM IN ACTION:

New Phase of Globalization Will Benefit The U.S.

 

 

by Nancy Lazar, Harry Pershing, Arif Haque, Chris Menzenski, Karina Mayer, and Diana Hagedorn

With COVID-19’s impact front-of-mind today, we’re trying to look ahead to the post-outbreak reality. For starters, as the title says, we believe there will be a New Phase of Globalization benefiting the U.S., and potentially other DM economies. Globalization isn’t dead, but its first phase — the epic shift of supply chains from DMs to EMs — is over.

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Small Businesses’ Big Eco Footprint At Severe Risk.

 

 

by Nancy Lazar, Harry Pershing, Arif Haque, Chris Menzenski, Karina Mayer, and Diana Hagedorn

Small businesses account for about half of economic activity and employment — no wonder both monetary and fiscal policy programs target them. Today we look at small business’ eco footprint, their vulnerability during the virus outbreak,  and the potential impact of all the stimulus measures designed to support them.

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