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Evercore ISI Research

Date Article Name Sector
April 4, 2021Inflation is HereEconomicsDownload PDF
March 5, 2021BETTER THAN EXPECTED US JOBS REPORT DRIVEN BY LEISURE/HOSPITALITY Global PolicyDownload PDF
December 9, 2020Pulling Back on Monetary Stimulus; Inflation Gone China ResearchDownload PDF
October 30, 2020Air Pocket Risks Developing EconomicsDownload PDF
September 3, 2020What is on tap for the election homestretch? And will there be an ‘October Surprise’? Global PolicyDownload PDF
June 17, 2020Much Better Than We Expected EconomicsDownload PDF
February 3, 2020China – nCoV Still Spreading; Zero Growth in 1Q20China ResearchDownload PDF
February 2, 2020Synchronized Global Expansion Ex CoronavirusEconomicsDownload PDF
January 30, 2020Taiwan GDP Likely to Increase +2.5% In 2020:4Q After +3.8% In 2019:4QEconomicsDownload PDF
January 26, 2020Japan Slowdown Bottoming Out. Coronavirus Impact on Japan 1Q GDP Could Be Significant Japan ResearchDownload PDF
December 31, 2019China -- Some PMI Bright Spots But Challenging 2020China ResearchDownload PDF
December 30, 2019Global Economy Improving?EconomicsDownload PDF
December 29, 2019Last WEEKLY ECONOMIC SUMMARY Of The Decade: A Good Decade, Year, and WeekEconomicsDownload PDF
December 29, 2019Three Positives For Japan in 2020Japan ResearchDownload PDF
December 18, 2019Slow Global Expansion Continues: After A Weak 2019, 2020 Probably A Bit StrongerEconomicsDownload PDF
December 4, 2019BANK OF JAPAN INTO 2020: WITH FISCAL STEPPING UP, MONETARY POLICY CAN BE THE FULCRUM RATHER THAN THE LEVERGlobal Policy & Central Banking StrategyDownload PDF
December 4, 2019Australia Real GDP Likely to Increase +2.0% in 2019:4Q and +2.2% in 2020:4QEconomicsDownload PDF
December 1, 2019Great Thanksgiving WeekEconomicsDownload PDF
November 13, 2019Ireland Superior Performance Continues: GDP Likely to Be Up +4.5% in 2019:4Q and +3.5% in 2020:4QEconomicsDownload PDF
November 12, 2019Bottoming View Taking Upper Hand in Japan Financial MarketsJapan ResearchDownload PDF
November 11, 2019China -- Soft Data; Hard News from Hong Kong China ResearchDownload PDF
November 10, 2019BOTTOMING STORYEconomicsDownload PDF
November 8, 2019THE FED, EQUITIES AND LOW-FOR-LONGER FOR INFLATION: A STORY IN SIX CHARTSGlobal Policy & Central Banking StrategyDownload PDF
October 2, 2019BRIICs Outperform But Big Disparities PersistEconomicsDownload PDF
September 28, 2019More Of The SameChina ResearchDownload PDF
September 27, 2019China -- More Industrial Weakness; Conciliatory Trade ToneChina ResearchDownload PDF
September 26, 2019ECB: THE CONTESTED AFTERMATH OF THE SEPTEMBER EASING, FRONT END TIGHTENING AND ARE THEY NOW DONE?Global Policy & Central Banking StrategyDownload PDF
September 5, 2019India GDP Likely to Increase +5.5% in 2019:4Q and +6.9% in 2020:4QEconomicsDownload PDF
September 5, 2019Putting It All TogetherPortfolio StrategyDownload PDF
September 5, 2019China – Trade Deficit Is Migrating; Talks, HK, PolicyChina ResearchDownload PDF
September 4, 2019Big Time Monetary StumulusEconomicsDownload PDF
September 2, 2019Global Stimulus Already In Full Swing, Likely To Continue To Unfold.EconomicsDownload PDF
August 12, 2019What A Difference A Week MakesEconomicsDownload PDF
August 12, 2019China -- Ongoing Hong Kong Negatives; Currency DownChina ResearchDownload PDF
August 11, 2019Japan Economic Diffusion Index Still NegativeJapan ResearchDownload PDF
August 9, 2019Important Cyclical IndicatorEconomicsDownload PDF
July 31, 2019JULY-FOMC-COMMENTARY-–-MID-CYCLE-ADJUSTMENT-SPOOKS-MARKET-BUT-NO-BREAK-IN-FED-POLICYGlobal Policy & Central Banking StrategyDownload PDF
February 4, 2019Lifting Our U.S. Real GDP Forecast But There’s Still A Significant Slowing PatternEconomicsDownload PDF
January 30, 2019Hong Kong GDP Likely to Increase +2.25% in 2019:4Q and +3.0% in 2020:4QEconomicsDownload PDF
January 30, 2019JAN FOMC COMMENTARY – DOUBLE-BARRELED DOVISH ON RATES AND BALANCE SHEET, EXPECT EARLY RUNOFF TAPERGlobal Policy & Central Banking StrategyDownload PDF
January 29, 2019Synchronized Global SlowdownEconomicsDownload PDF
January 24, 2019China – Overview and Outlook 2019-2020China ResearchDownload PDF
January 2, 2019Ugly Start to 2019EconomicsDownload PDF