U.S. Economic Outlook

Upgrading our forecasts for the U.S. economy

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Economic Overview

Further articles

Mar 01, 2021 Letter to Investors

Heading for some kind of normality

The economy is starting a new cycle while capital markets are showing typical late-cycle characteristics. Overall, this makes us optimistic.
Mar 01, 2021 Forecasts

Our forecasts

All forecasts at a glance
Feb 26, 2021 ESG

How companies drive climate action already

Company commitments to cut greenhouse gases have begun to spread in high-emitting sectors. Chances are we could see a further acceleration over the coming months.
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