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    Why central banks may struggle to solve the inflation puzzle

    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?

    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

    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

    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.

    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.

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      Global macro research: Editorial committee

      Global macro research: Editorial committee

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