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    Different paths to different peaks

    Different paths to different peaks

    23 May 2023

    We believe European central banks can keep hiking in the months ahead despite a Fed pause.

    Why central banks may struggle to solve the inflation puzzle

    Why central banks may struggle to solve the inflation puzzle

    12 May 2023

    Easing inflationary pressures are dominating headlines, but early rate cuts may jeopardise the medium-term outlook.

    China: Rising risks of a balance sheet recession

    China: Rising risks of a balance sheet recession

    03 January 2023

    China’s property sector is in a structural slowdown that could last for years.

    The Future of the UK

    The Future of the UK

    30 November 2022

    We discuss the series of challenges facing the UK.

    The future of Europe Part 2

    The future of Europe Part 2

    30 August 2022

    Adapting to deal with Russian aggression.

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      Global macro research: Editorial committee

      Global macro research: Editorial committee

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