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.
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.