Global macro research hub
Category Global macro
The case for a higher neutral interest rate
November 06, 2023
In our view, the level of real interest rates at which central bank policy is neither stimulating or restricting growth has moved upwards.
Yield-curve inversion – an unreliable recession signal?
October 13, 2023
Central banks have suppressed longer-dated bond yields, according to our analysis, undermining the value of an inverted yield curve as a recession signal.
The rise of green protectionism
September 27, 2023
Green protectionism is reshaping the global economy and geopolitics.
