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Global Macro Research: Global trade in chains part 4
20. Mai 2025
Deals with the UK and China suggest the US is beginning to de-escalate its trade war – but tariffs are still likely to have a meaningful impact on growth and inflation.
Global trade in chains: part 3 - China vs the US: non-tariff barriers
28. April 2025
Eine Artikelserie, in der wir unsere Gedanken zum sich entfaltenden potenziellen globalen Handelskrieg teilen.
Global Macro Research: Reflections on Europe versus the US
17. April 2025
Professor Robert J Gordon provides his thoughts on the divergence between US and European growth and challenges the common perception that the US holds a significant advantage over Europe.
Weitere Inhalte
Global Macro Research: Global trade in chains part 2
16. April 2025
Eine Artikelserie, in der wir unsere Gedanken zum sich entfaltenden potenziellen globalen Handelskrieg teilen.
Global Macro Research: A New World Order
10. April 2025
The multilateral order is unravelling, with Pax Americana no longer able to sustain itself. This seismic shift carries significant ramifications for investors, fundamentally altering the investment landscape in which they operate.
Global Macro Research: Global trade in chains part 1
08. April 2025
The first in a series of articles sharing our thoughts on the unfolding global trade war.
Global Macro Research: Germany – is there any hope for the sick man of Europe?
23. Januar 2025
We consider why the German economy has struggled since the pandemic, and why the February 2025 election presents an opportunity for change.
Global Macro Research: Japan: vorsichtiger Optimismus
13. Januar 2025
Die japanische Wirtschaft hat eine Achterbahnfahrt hinter sich.
