Global macro research hub

    banner

    Category Economics

    The unexpected resilience of global housing markets

    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

    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.

    A banquet of consequences

    A banquet of consequences

    16 June 2023

    The growing risks facing the global financial system.

    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.

      image image

      Global macro research: Editorial committee

      Global macro research: Editorial committee

      Find out more

      Back to top