Research Briefing
Explore the shift to Bretton Woods 3.0, as China adapts its economic strategies amid global changes and rising geopolitical uncertainties.
Global financial flows
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Research Briefing
We believe the recent sell-off in the dollar and US assets stems from cyclical pressures linked to tariffs and market...
Research Briefing
Some market participants are raising concerns over a fall in demand for US Treasuries from Japanese investors amid higher domestic...
Research Briefing
China's weak economy and the mounting problems of the real estate sector have focused attention once again on the potential...
Research Briefing
While our outlook for emerging markets (EMs) is more upbeat than for advanced economies (AEs), we have cut our 2023...
Research Briefing
Central banks around the world are raising interest rates and shrinking balance sheets, but financial conditions are not under enough...
Research Briefing
We do not expect a long-lasting rebound in sterling (or gilts) anytime soon, given the lack of a credible fiscal...
Research Briefing
South Africa faces a serious risk of being 'grey listed' by the international Financial Action Task Force (FATF), which will...
Research Briefing
Our Watchlist 2022 looks at developments that could potentially become the main African themes of next year. We look at...
Research Briefing
Japan has been a country with a persistent current account surplus since the 1980s. By breaking down the current account...
Research Briefing
Necessity and opportunity allowed African issuers to expand their public debt positions markedly since the Covid-19 pandemic hit. The sharp...
Research Briefing
Powell’s speech did not materially alter the outlook for Fed policy, but it did clarify the distinction between the timing...
Research Briefing
The total Cairenes consumer spending is estimated at $79.2bn in 2020, with Cairo also being one of the few cities...
We spelt out our view on the future of globalisation this week. We don’t expect globalization to go into reverse,...
