Global macro research hub
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30 years in currency markets
March 09, 2023
We discuss the evolution of currency markets and currency management over the last 30 years.
Where now Germany
February 13, 2023
We discuss the future for Germany with our panel of experts in this two-part paper.
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.
Previous research
Navigating the new era of geopolitical volatility
November 11, 2022
New sources of instability are emerging to replace traditional geopolitical risks
The US dollar’s global reserve status
October 06, 2022
Recent events have led to some questioning the dollar’s global dominance. We believe this is misplaced.
An interview with Jean-Claude Trichet
June 01, 2022
We speak to the former ECB President to hear his thoughts on the road ahead
