One of our key macro calls for 2024 is our view that eurozone inflation will be lower than what the...
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As term premia reprice higher, a modest increase in duration is warranted, however, we think the opportunities lie at the...
We've recently revised up our forecasts for US and UK bond yields in the long term by 50 basis points;...
In our latest Roundtable, “Finding opportunities in a global downturn”, Javier Corominas, Director of Global Macro Strategy, examines why we...
A peak in policy rates is often a positive catalyst for equities, but there are three key reasons why we...
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Fiscal rules should aim to ensure fiscal sustainability and inter-generational fairness while helping to promote longer term societal goals such...
The world economy performed better in the final months of 2022 and early 2023 than might have been expected, given...
Our analysis shows that inflation, in most countries, will be lower than consensus expects. With EM disinflation clearly on track,...
Central banks may be nearing the end of the rate hiking cycle, but does that mean it is a good...
Advanced economy central banks have received a lot of criticism for their policy decisions over the past two or three...
One of China's longer term economic challenges has been its ability to transition successfully away from an investment-led growth model...
As Emerging Market (EM) resilience has impressed, and stagflation fears have eased, we have seen some reassuring signs on the...
Our latest research has focused on what the most extreme and persistent inflation overshoot of the inflation targeting era means...
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The Bank of England is arguably the central bank that faces the biggest policy headache right now. In this week's...
This week we turn our attention to Brazil. Latin America's strongest economy just reported stronger than expected growth in Q1,...
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The US debt ceiling continues to make headlines, and the drop dead date is fast approaching. Hear the latest from...
