Category Economics
The unexpected resilience of global housing markets
19 March 2024
Global housing markets have held up better than expected through the rate hiking cycle. We think this strength could mean a slower rate cutting cycle than markets expect.
China: potential growth – lower for longer
14 February 2024
We continue to have a bearish view for Chinese growth over the medium term relative to current market expectations.
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
12 May 2023
Easing inflationary pressures are dominating headlines, but early rate cuts may jeopardise the medium-term outlook.