Comments •• Views

    Global macro research hub

    banner

    Latest views

    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.

    Adam Tooze: Whose Century?

    Adam Tooze: Whose Century?

    12 April 2023

    The mixed up world in which we are living requires a careful balancing act which is increasingly hard to maintain.

    Previous research

    30 years in currency markets

    30 years in currency markets

    06 March 2023

    We discuss the evolution of currency markets and currency management over the last 30 years.

    Global macro research - Where now Germany

    Global macro research - Where now Germany

    13 February 2023

    We discuss the future for Germany with our panel of experts in this two-part paper.

    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.

    Navigating the new era of geopolitical volatility

    Navigating the new era of geopolitical volatility

    11 November 2022

    New sources of instability are emerging to replace traditional geopolitical risks

      image image

      Global macro research: Editorial committee

      Global macro research: Editorial committee

      Find out more

      Back to top