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Nov 07, 2018 | Economic Insight

US mid-term elections: Six things companies should know

The midterm elections and the resulting Democratically controlled House does not change our US economic outlook. GDP is still expected to grow by 2.9% in 2018, and 2.5% in 2019. However, businesses could be affected by policy shifts in six areas: infrastructure spending, regulation, taxes, public budget, trade and immigration

Sep 13, 2018

Economic Insight: Banking deregulation in the US to boost growth - and risk

Deregulation has been firmly on Trump’s agenda, with a recent bill easing rules for banks by watering down prudential standards and undoing some elements of the so-called Dodd-Frank law. However, while greater financial liberalization can contribute to higher long term growth, it can also encourage greater risk taking. 

Apr 18, 2018

Economic Insight: Fiscal policy in the US: Ghosts of the past?

In the past five months, President Trump signed into law the TCJA (Tax Cuts and Job Act, on December 22, 2017) and the 2018 Bi-Partisan Budget Act (on February 9, 2018), which was recently completed with the FY2018 Omnibus Appropriation Bill (on March 23, 2018). They correspond to three pivotal fiscal policy blocks, each having a series of positive effects on the US economy.

Feb 22, 2018

Economic Insight: Consequences of Us tax reform for Germany

We estimate the positive effect of the tax cuts on real economic growth in the US at more than half a percentage point in 2018 and between a quarter and half a percentage point in 2019. Additional economic effects could result from the Bipartisan Budget Act of 2018, which leaves room for considerable additional government expenditure.

Aug 07, 2017

Economic Insight: Trump's pro-growth agenda: Can it still happen?

After eight years of expansion, the US economy has limited spare resources. Hence policy changes that can create room for higher growth in the medium term are needed.

Nov 09, 2016

America has voted

Donald Trump’s support for extreme positions, his provocations and his frequent U-turns imply heightened risk and volatility during the next administration.

Mar 15, 2016

The US economy can cope with a monetary policy turnaround

Since last summer, concerns about the strength of the global recovery have been rising again. While the focus was initially on emerging markets, in particular China, more recent worries have centered around the US.

7 releases in total