Research Briefing
We expect the euro to stabilise against the dollar and trade around its current levels over the next year. Economic...
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Research Briefing
The strength of the recent gold price rally has defied even our already bullish expectations and we think prices are...
Research Briefing
We think risk assets will underperform in 2024. We map out the implications of our key 2024 global macro themes...
The greenback is overvalued fundamentally, but 2024 will disappoint dollar bears. The pivot the market expects on the back of...
Research Briefing
The dollar will continue to be supported by a high carry and the relative resilience of the US economy. Even...
Research Briefing
The divergence in yield curves across markets has been notable, with most experiencing significant upward shifts in the last two...
Research Briefing
Despite the US dollar already moderating from a multi-year peak in late 2022, we expect it to remain relatively strong...
Research Briefing
The 2023 outlook for the Gulf Cooperation Council (GCC) region will not compare to this year's spectacular expansion. That said,...
Research Briefing
Swings in oil prices pack less of an economic punch than in the past but sudden increases can still be...
Research Briefing
The G7 and the European Union (EU) hope to keep Russian oil exports on the market and prevent global oil...
Research Briefing
We expect Asian currencies to stabilise, if not strengthen, versus the US dollar in 2023, as the Fed pauses hiking...
Research Briefing
While our outlook for emerging markets (EMs) is more upbeat than for advanced economies (AEs), we have cut our 2023...
Research Briefing
Globalisation has started to level off since its heyday prior to the global financial crisis. But while the Russia-Ukraine war...
Research Briefing
In a surprise move, the Monetary Authority of Singapore today tightened monetary policy by slightly raising the slope of the...
Markets’ attention in recent weeks and months has been focused intently on central bank policy actions as the US Federal...
