United States
Global macro research hub
Category Economics
Global trade in chains: part 3 - China vs the US: non-tariff barriers
April 28, 2025
The third in a series of articles sharing our thoughts on the unfolding global trade war.
Global Macro Research: reflections on Europe versus the US
April 17, 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.
Global trade in chains: part 2 - The impact of uncertainty
April 14, 2025
The second in a series of articles sharing our thoughts on the unfolding global trade war.
Global Macro Research: A New World Order
April 10, 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 trade in chains: part 1 - Key takeaways from reciprocal tariffs
April 08, 2025
The first in a series of articles sharing our thoughts on the unfolding global trade war.
