Global macro research hub
Category Economics
Why central banks may struggle to solve the inflation puzzle
May 12, 2023
Easing inflationary pressures are dominating headlines, but early rate cuts may jeopardise the medium-term outlook.
China: Rising risks of a balance sheet recession
January 03, 2023
China’s property sector is in a structural slowdown that could last for years.
Modelling the persistence of US inflation
April 13, 2022
Our long-term US rental model indicates that US CPI will remain above-target but decelerate.
