Australia
Global macro research hub
Category Economics
State of the world
25 June 2025
Markets have started to price in UK policy easing in 2024, but we believe those looking for aggressive cuts may be disappointed.
Global Macro Research: Global trade in chains part 4
20 May 2025
Deals with the UK and China suggest the US is beginning to de-escalate its trade war – but tariffs are still likely to have a meaningful impact on growth and inflation.
Global trade in chains: part 3 - China vs the US: non-tariff barriers
28 April 2025
The third in a series of articles sharing our thoughts on the unfolding global trade war.
Global Macro Research: reflections on Europe versus the US
17 April 2025
Professor Robert J Gordon provides his thoughts on the divergence between US and European growth and challenges the common perception that the US holds a significant advantage over Europe.
Global trade in chains: part 2 - The impact of uncertainty
14 April 2025
The second in a series of articles sharing our thoughts on the unfolding global trade war.
