Linking Economic Fundamentals to Growth Forecasting
The final goal of our macroeconomic framework is to try to understand in which stage of the cycle the economy is as well as which are the risks that can trigger a change to a new stage.
SAM insights
By combining rigorous research with forward-looking perspectives, the series aims to provide investors with actionable insights and a clearer understanding of complex financial trends. Ultimately, these articles serve as a trusted resource to support strategic thinking, informed decision-making, and the development of resilient investment approaches for the future.
Investment & Consumption Fundamentals II
We turn our attention to those key drivers across four critical components: business investment, residential investment, structures investment, and private consumption.
US second-quarter GDP growth rate revised up to 3.8%
US second-quarter GDP growth rate revised up to 3.8%