Higher Treasury yields may present opportunities
Long-dated US Treasury yields have hit the headlines, as the Treasury intervened in the market.
Long-dated US Treasury yields have hit the headlines, as the Treasury intervened in the market.
Global macro, Economics
A window for optimism has now opened in Japan, and the Bank of Japan has started to tighten policy for the first time since 2007.
11 November 2024
Global macro, Geopolitics, Currency
We explore how a more restrictive trade regime under a second Trump presidency could affect the US, its trading partners and the US dollar.
14 August 2024
Global macro, Economics
We believe the economic outperformance of Southern European countries relative to countries such as Germany should continue for some years to come.
30 May 2024
Global macro, Economics
We examine the potential economic policy of an incoming Labour government and the challenges that would face whichever party wins.
23 May 2024
Global macro, Geopolitics
At a time of heightened geopolitical risk, the world’s leading superpower will be heading to the polls to choose a new president.
15 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