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    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

    Previous research

    The US dollar’s global reserve status

    The US dollar’s global reserve status

    06 October 2022

    Recent events have led to some questioning the dollar’s global dominance. We believe this is misplaced.

    The future of Europe Part 2

    The future of Europe Part 2

    30 August 2022

    Adapting to deal with Russian aggression.

    An interview with Jean-Claude Trichet

    An interview with Jean-Claude Trichet

    01 June 2022

    We speak to the former ECB President to hear his thoughts on the road ahead

    Modelling the persistence of US inflation

    Modelling the persistence of US inflation

    13 April 2022

    Our long-term US rental model indicates that US CPI will remain above-target but decelerate.

    Central bank digital currencies

    Central bank digital currencies

    01 April 2022

    We outline the six reasons central banks are seeking to launch CBDCs.

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      Global macro research: Editorial committee

      Global macro research: Editorial committee

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