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Policy Tightening

Research Briefing

Short-term headwinds to slow GDP growth across major cities

Research Briefing

Asset Allocation Key Themes 2024 – Risky assets are not out of the woods

Research Briefing

Global Scenarios Service: Taiwan Tensions

The great wall, China

Research Briefing

China: Four takeaways from first four months – Hitting the great wall

Research Briefing

US supply chains remain on the road to recovery

Research Briefing

Policy tightening is over for the CNB, but when comes loosening?

Research Briefing

How great is the weight of financial conditions on US GDP growth?

Research Briefing

Nordics: Key themes 2023: A year of two halves

Research Briefing

Key themes 2023 – LatAm central banks to debut rate cuts

Research Briefing

Key themes 2023 – Recession ahead but UK policy pivot unlikely

Research Briefing

Global macro strategy themes and top trades for 2023

Research Briefing

A choppy outlook for China heading into a likely H2 2023 reopening

Research Briefing

The challenge for Bank Indonesia

Research Briefing

EMs to outperform AEs as world economy enters downturn

Research Briefing

A shallow recession looms, but the Fed will not pivot in time

Research Briefing

The Czech National Bank keeps rate on hold as the economy contracts

Research Briefing

FOMC Meeting: The Fed signals a pivot while remaining hawkish

Research Briefing

Unprecedented mix of challenges hurts Asia Pacific 2023 outlook

Research Briefing

ECB’s tightening drive isn’t ending after next 75bps hike

Research Briefing

The risk of distress has risen, but REITs look well positioned

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