Don’t Be Fooled by Weak US Job Numbers in March
It seems like every twist and turn in the US employment data is being observed under a microscope. But don’t let the weak job numbers in March fool you—the underlying trends still point to continued improvements on the employment front.
read moreUS Economic Gains Fail to Dent “Safety First” Market Mindset
Risk-taking is an important component of an economic recovery, as it unlocks spending and investment power that is pent up during a downturn. But two and a half years since the US recession ended, individual investors are still playing it safe.
read moreUS to Play Bigger Role in Global Economic Recovery
The forces driving the global economy are changing. We expect the US economy to take on a bigger role in the global recovery in 2012, while growth in emerging markets decelerates from the fast pace in 2011.
read moreWhy US Profits Have Soared amid Slow Economic Gains
There seems to be a disconnect between US corporate earnings and the state of the economy these days.
read moreGlobal Economy Poised for Uneven Regional Growth in 2012
As challenges to the global economy intensify, regional growth is likely to diverge next year. During 2012, we expect stronger gross domestic product (GDP) growth in Japan and the US, while economic growth in many European countries is likely to decelerate sharply or even contract a bit. Europe is the epicenter of global weakness. [...]
read moreCan the US Become a Magnet for Manufacturing?
It’s been a long time since the US has been widely appreciated as a good place for multinational companies to locate new manufacturing plants. Chinese labor is cheap, and emerging markets are increasingly efficient, so why should a global automaker or technology giant choose to manufacture in the US? The answer is because the US [...]
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