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    30 years in currency markets

    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

    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

    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

    The Future of the UK

    The Future of the UK

    November 30, 2022

    We discuss the series of challenges facing the UK.

    Navigating the new era of geopolitical volatility

    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

    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.

    The future of Europe Part 2

    The future of Europe Part 2

    August 30, 2022

    Adapting to deal with Russian aggression.

    An interview with Jean-Claude Trichet

    An interview with Jean-Claude Trichet

    June 01, 2022

    We speak to the former ECB President to hear his thoughts on the road ahead

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      Global macro research: Editorial committee

      Global macro research: Editorial committee

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