We are unconvinced that recent measures mark a turning point in China's housing downturn and the resulting banking system is...
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We think risk assets will underperform in 2024. In this week’s Beyond the Headlines, Javier Corominas, Director of Global Strategy,...
Trade protectionism between the US and China has been intensifying over recent years, and this is increasingly raising concerns of...
The greenback is overvalued fundamentally, but 2024 will disappoint dollar bears. The pivot the market expects on the back of...
Sustainability is a multifaceted challenge, shrouded in complexity. It can make navigating the complex landscape of sustainability daunting, with organisations...
It's widely believed that global growth and inflation will slow in 2024 and that advanced economy central banks will begin...
In the past week, our research has focused on the recent behavior of, and prospects for, interest rate-sensitive elements of...
One of our key macro calls for 2024 is our view that eurozone inflation will be lower than what the...
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...
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Welcome to our new video series, Techonomics Talks, where we use the dynamic relationship between technology and economics to explore...
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...
