INT
Prospects for fossil fuels in 2020
Oil markets are likely run a small surplus in early-mid 2020; price support rests on Saudi Arabia keeping OPEC to quotas
InternationalProspects for the emerging economies in 2020
Emerging markets will struggle to achieve a widely forecast rebound as common and idiosyncratic risks are rising
InternationalProspects for the US economy in 2020
US growth will slow but only gently, provided that the weakness in manufacturing does not spread to other sectors
United StatesState disinformation operations will multiply
A few states lead foreign and domestic disinformation campaigns, notably Russia and China, but others are following suit
InternationalUS agribusiness faces pressure far beyond China trade
US farm income is falling, and small and medium-sized farms will face pressure even after a ‘phase one’ US-China deal
InternationalProspects for manufacturing in 2020
The global downturn in manufacturing activity will persist and may deepen, weakening GDP growth prospects worldwide
InternationalUS wealth tax gains may be more marginal than radical
Attracting attention to ways of taxing wealth, two prominent US presidential candidates are proposing a wealth tax
United StatesClimate mispricing in US property will be tough to fix
Mispricing of climate risks by US homeowners, lenders, investors and policymakers is distorting the housing market
International
