Global macro research hub
Category Economics
Different paths to different peaks
May 23, 2023
We believe European central banks can keep hiking in the months ahead despite a Fed pause.
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.
