Global Policy and Central Bank Strategy
Evercore ISI's Global Policy and Central Bank Strategy team focuses on the intersection of economic policy and politics with macroeconomics and markets. The team analyzes global monetary policy with a special focus on the G3 central banks (Fed, ECB, Bank of Japan), Washington politics, US fiscal policy, and international political, economic and policy developments with the potential to move markets. Led by Vice Chairman Krishna Guha, we provide thought leadership and differentiated analysis grounded in our first-hand, senior level experience in policy and politics.
Evercore ISI's Policy team adds value and depth to Evercore ISI's fundamental and macro coverage of significant event-driven and market-impacting issues, including Washington activity related to mergers and congressional investigations.
The team publishes a weekly Policy Perspectives note focused primarily on in-depth analysis of monetary and fiscal policy. We also publish high frequency Flash Notes analyzing breaking developments in politics, policy and regulation, and detailed agenda-setting Policy Perspectives Special Reports on the political outlook and economic policy issues, from upcoming legislation to budget forecasts to infrastructure spending to trade to market-impacting geopolitical issues.