United States

In-depth country-focused analysis on the United States' economic, political and operational risk environment, complemented by detailed sector insight

Our comprehensive assessment of the United States' operating environment and the outlook for its leading sectors are formed by bringing together a wealth of data on global markets that affect the United States, as well as the latest industry developments that could impact the United States' industries. This unique integrated approach has given us an impeccable track-record for predicting important shifts in the markets, ensuring you’re aware of the latest market opportunities and risks in the United States before your competitors.

United States Country Risk

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Core Views Our view for gradual strengthening in the US economy through end 2014 continues to play out, driven by a tightening labour market and sustained growth in the cyclical components of the...

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United States Industry Coverage (22)

Agribusiness

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BMI View: By some measures, the US farm sector is in the best financial conditions in decades. Farm and cash income in real terms are near 30-year highs, while financial leverage is at 50-...

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Autos

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US light vehicle sales ended 2013 up 7.6% at 15.60mn, in line with BMI's forecast of an 8.2% increase to 15.68mn. With macroeconomic conditions largely favourable, we expect further growth, albeit...

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Commercial Banking

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Commercial Banking Sector Indicators Date Total assets Client loans Bond portfolio Other Liabilities and capital Capital Client deposits Other...

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Consumer Electronics

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BMI View : The US consumer electronics market is mature, with high penetration rates in a number of device categories, but opportunities remain. Growth areas include large-size HD TV...

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Defence & Security

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BMI's United States defence and security report examines the posture of the US armed forces, defence political decision making, the country's military industries and the US defence community in...

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Food & Drink

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We remain positive on the growth trajectory for the US economy over the next several years, as we believe that many structural factors are aligning for a period of sustained growth, underpinning our...

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Freight Transport

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BMI maintains its cautiously positive outlook on the US freight sector. We remain positive on the growth trajectory for the US economy over the next several years, as we believe that many structural...

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Information Technology

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BMI View: The outlook for US IT spending remains strong relative to the majority of developed markets over the medium term as a result of stronger economic performance and a greater appetite...

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Infrastructure

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BMI View: In line with our long held view that the residential construction sector would drive the recovery in the US construction industry, we believe 2014 will see another positive year for...

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Insurance

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BMI View: The United States continues to rank among the most exciting of the various national markets for insurance that BMI surveys, in spite of the likelihood that premiums will only grow at...

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Medical Devices

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Espicom Industry View : The US medical market is forecast to see steady growth over the next five years, despite the impact of the newly introduced Medical Device Excise Tax and uncertainties...

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Metals

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BMI View: We maintain a modest outlook on the US metals sector through out 2018. Our forecast for an improving US macroeconomic outlook underpins our view that metal production and consumption...

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Mining

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BMI View: We forecast the US mining industry will see modest growth over our forecast period, as we expect the bulk of mineral output and mining investment to occur in developing markets in Latin...

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Oil & Gas

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BMI View: Robust unconventional and offshore production is set to buoy US crude oil growth, such that in the coming year we see the country as set to overtake Saudi Arabia to become the largest...

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Petrochemicals

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BMI View: Over the medium term, the United States will see capacity growth led by new ethane-fed crackers that exploit growing shale gas output, much of it coming on stream in 2017, according...

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Pharmaceuticals & Healthcare

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BMI View: Pharmaceutical companies are facing far greater opportunities and challenges than the Affordable Care Act (ACA). Healthcare reform in the US could have sought significant monetary...

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Power

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BMI View: While we have long held the view that the glut of cheap gas in the US will drive the acceleration of gas-fired capacity expansion and determine the composition of the country's energy...

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Real Estate

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There are several factors underpinning BMI's positive outlook for the Commercial Real Estate sector in 2014. Firstly, providing key support for the industrial sector is the steady increase of US...

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Renewables

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BMI View: In our previous analysis of the US renewables industry we tended to focus on the wind sector, given the vast size of the market, the precarious nature of the subsidy scheme for wind...

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Shipping

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BMI maintains its cautiously optimistic view on the US shipping sector. After estimated contractions in TEU throughput at both the port of Los Angeles and the Port of New York/New Jersey in 2013, we...

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Telecommunications

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BMI View : The ongoing trend towards consolidation has continued its momentum in Q413, with the further mergers and acquisitions and rumoured tie-ups between companies. The smaller players are...

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Tourism

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The US Tourism Report examines the long-term potential offered by the tourism industry but highlights that the weakness of the European economies may put downward pressure on arrivals in the short...

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