Research
Generative AI races toward $1.3 trillion in revenue by 2032
Generative AI is poised to be a $1.3 trillion market by 2032 as it boosts sales for the tech industry's hardware, software, services, ads and gaming segments.
Research
Commodity deflation looks tenacious, with natural gas as driver
Natural gas, the primary source of heat, electricity and fertilizer in the US, has dropped below its break-even cost of around $2 per million British thermal units, with implications for most commodities, notably crude oil.
Research
ESG AUM set to top $40 trillion by 2030, anchor capital markets
The ESG market could surpass $40 trillion by 2030, based on our scenario analysis, anchoring the $140 trillion of projected AUM globally despite 70% slower growth and polarized sentiment.
Research
Cloud, cyber, 5G, genomics can help AI lead themes back to glory
This year, we believe thematic-based investing could be poised for a return to the forefront where it belongs, with the potential for a standout year for cloud, cybersecurity, 5G and genomics.
Research
Generational US treasury shift: Sideways or uptrend?
Treasury yields could trade sideways over the next decade if our expectations are realized.
Video
Need to Know: The latest on FedNow
This episode of Need to Know delves into the specifics of FedNow, the Federal Reserve's instant payment service.
Research
January commodities: Downward 2024 tilt
A broad commodity-price recovery is looking increasingly unlikely for 2024.
Research
December commodities: Too hot up to 2022 peak could go too cold into 2025
Materials prices appear to be on the wrong side of a typical commodity and global-interest-rate cycle to rebound in 2024.
Research
Global Copper 2024 industry outlook: From near-term glut to long-term scarcity
Global copper producers benefited from robust China demand in 1H.
Research
Global Autos 2024 industry outlook: Profit paths to diverge
The global auto industry faces slower profit growth as the Covid-induced vehicle shortage, which gave US and EU automakers significant pricing power, is set to reverse.