Global macro research hub
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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.
Adam Tooze: Whose Century?
April 12, 2023
The mixed up world in which we are living requires a careful balancing act which is increasingly hard to maintain.
30 years in currency markets
March 09, 2023
We discuss the evolution of currency markets and currency management over the last 30 years.
Previous research
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.
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.
