Global macro research hub
Latest views
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
Previous research
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.
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
13 April 2022
Our long-term US rental model indicates that US CPI will remain above-target but decelerate.
Central bank digital currencies
01 April 2022
We outline the six reasons central banks are seeking to launch CBDCs.
