Global macro research hub
Latest views
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.
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
06 March 2023
We discuss the evolution of currency markets and currency management over the last 30 years.
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
03 January 2023
China’s property sector is in a structural slowdown that could last for years.
Navigating the new era of geopolitical volatility
11 November 2022
New sources of instability are emerging to replace traditional geopolitical risks
