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Vantage Point
Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.

Parsing Through Recent Key US Economic Data: Policy Uncertainty Clouds the Outlook
February 28, 2025
US growth is slowing, but at a manageable pace. January data had some one-off headwinds - February data will be a better indicator of fundamental growth.
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January macro data in line with outlook but caution signs emerge
January 31, 2025
With a busy week for economic data and policy, we offer a recap of recent economic data and policy development, highlighting key metrics such as GDP growth, inflation, and overall consumer sentiment.
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China: The long-awaited stimulus is here. What's next?
October 1, 2024
China has implemented stimulus measures, including cutting the reverse repo rate and reserve requirement ratio, and lowering existing mortgage rates. Will they be sufficient to help China reach its annual 5% growth target?
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