12/03/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - March 2024 Stay informed on finance with our expert analysis. Explore macroeconomic trends, Eurozone PMIs, emerging markets, central bank updates & geopolitical...
13/02/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - February 2024 Navigate finance's turbulent waters with insights on regional inflation shocks, China's lowflation era, and geopolitical impacts.
6/02/2024 Emerging Markets Emerging Markets charts and views: Winners and losers in a pivotal year for Emerging Markets Stay ahead in finance with insights on 2024 EM outlook: EM Growth Premium, monetary policy trends, Asia's resilience, and geopolitical risks.
22/01/2024 Economy & Markets China’s pivot: steering through turbulence to sustainability We assess the long-term economic path for the China economy and how 2024 slowdown fits within this picture. From an investment standpoint, the shift toward...
16/01/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - January 2024 Navigate 2024's economic landscape with insights on disinflation trends, central bank policies, and emerging market dynamics. Explore potential risks,...
15/12/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - December 2023 Explore our monthly publication for insights on global economic trends. Anticipate a shift from 3.1% growth in 2023 to a 2.4% pace in 2024, diverging...
11/12/2023 Emerging Markets Emerging Markets Outlook 2024 charts and views: Opportunities in a fragmented world Outlook for EM assets: opportunities and risks for EM investors in 2024.
23/11/2023 Global Outlook Hot Debates for 2024 The Hot Debates section sheds light on current global topics.
23/11/2023 Global Outlook Emerging Markets Outlook for 2024 The Emerging Markets section provides a thorough analysis of our view for Emerging Markets in 2024.
10/10/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - October 2023 Inflation has been on a declining path in advanced countries, albeit with some stickiness in services inflation
15/09/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - September 2023 End in sight: Bank of Japan to complete policy normalisation
24/07/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - July/August 2023 UK monetary policy to avert risk of a wage-price spiral
22/06/2023 Global Outlook Mid-year outlook 2023: global themes Central banks face a dilemma. Substantial monetary tightening has reduced headline inflation, but core measures are proving sticky, both in Europe and...