An unstable equilibrium
The global economy is balancing on an unstable equilibrium. Are you prepared for the shift when it comes?
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The global economy is balancing on an unstable equilibrium. Are you prepared for the shift when it comes?
Read moreGlobal macro, Geopolitics, Economics
An early look at implications of the US Presidential election.
03 May 2024
Global macro, External speakers
Erik Brynjolfsson examines the potential effects that artificial intelligence may produce on economies, living standards and society.
01 May 2024
Global macro, Economics
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.
20 March 2024
Global macro, Economics
We continue to have a bearish view for Chinese growth over the medium term relative to current market expectations.
14 February 2024
Global macro, Fixed income
In our view, the level of real interest rates at which central bank policy is neither stimulating or restricting growth has moved upwards.
06 November 2023
Global macro, Fixed income
Central banks have suppressed longer-dated bond yields, according to our analysis, undermining the value of an inverted yield curve as a recession signal.
13 October 2023
Global macro, Geopolitics
Green protectionism is reshaping the global economy and geopolitics.
26 September 2023
Global macro, Currency
We discuss the evolution of currency markets and currency management over the last 30 years.
26 June 2023
Global macro, Economics
The growing risks facing the global financial system.
15 June 2023