1. Research

Matthew Luzzetti

Analysis and studies from Matthew Luzzetti

19 Documents
October 28, 2020
1
The 2020 election is now less than a week away. While all elections have implications for the economic outlook, the two candidates for this year’s contest have historically divergent views on pretty much all important aspects of the economic policy landscape. In this podcast, we consider the implications for the economic outlook of the four possible combinations of president and Senate. [more]
October 28, 2020
2
The 2020 election is now less than a week away. While all elections have implications for the economic outlook, the two candidates for this year’s contest have historically divergent views on essentially all important aspects of economic policy. In this podcast, we consider the implications for the economic outlook of the possible combinations of president and Senate. [more]
May 13, 2020
3
After shrugging off a historic plunge in April employment, market participants will likely need to digest further record-setting monthly declines in core CPI inflation as well as April retail sales and industrial production. However, with financial markets seemingly numb to the bad data news, Fed Chair Powell's appearance on Wednesday may overshadow what is likely to be epic weakness in this week's economic data. [more]
May 12, 2020
4
After shrugging off a historic plunge in April employment, market participants will likely need to digest further record-setting monthly declines in core CPI inflation as well as April retail sales and industrial production. However, with financial markets seemingly numb to the bad data news, Fed Chair Powell's appearance on Wednesday may overshadow what is likely to be epic weakness in this week's economic data. Matthew Luzzetti, Chief US Economist shares his insights. [more]
March 14, 2018
12
Robust, broad-based global expansion. Synchronised growth across regions and economies, in many cases at above-trend levels. We expect global growth to accelerate to +3.9% this year, marginally above 2017, as fundamentals remain supportive. We expect the US and eurozone to continue growing above potential, but do not anticipate any further acceleration. In China, we expect growth to slow, and are more worried about inflation and financial risks than consensus. 2018 should mark the peak of the current cyclical expansion; growth should decelerate from 2019. [more]
11.0.10