7/05/2024 Economy & Markets IMF spring meeting take-aways: short-term resilience, but no... The IMF outlook highlights the remarkable resilience in growth and declining inflation in most countries. However, the medium-term outlook remains subdued...
7/05/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - May 2024 Unlock critical investment insights with the May 2024 Cross Asset Strategy Report, covering US, China, and India's economic forecasts, inflation, and...
17/04/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - April 2024 Discover how the Bank of Japan's shift to traditional monetary strategies is reshaping investment landscapes. Essential insights for investors.
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.
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...
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
10/05/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - May 2023 Real, or inflation-adjusted, bond yields are higher than they were before the pandemic, but are likely to return to pre-Covid levels in the medium term,...
3/04/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - April 2023 Core inflation has been persistent across both the United States and the Eurozone, slightly reversing previous indications of a smoother path and a faster...
6/03/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - March 2023 Market measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have...
7/11/2022 Emerging Markets Where is China heading to? China’s cyclical recovery outlook hinges critically on developments in Covid-19 policy. Housing will become less of a drag as the sector manages an L-shaped...
11/07/2022 Emerging Markets The emerging markets hurdles While not envisaging any systemic risk propagating across emerging markets, the macro financial outlook remains challenging amid growth concerns, still-high...