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.
12/02/2024 Economy & Markets Japan equity: top performer in 2023; remains attractive option for 2024 Optimize your investments with insights into Japan's dynamic equity market. Discover why 2024 holds promise amidst profit recovery, capital efficiency,...
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...
21/11/2022 Economy & Markets UK Fiscal Budget: main political, social and market implications Understanding the latest UK budget and its main political, social and market implications
28/09/2022 Fixed Income & FX UK market turmoil points towards further volatility in global currencies Understand recent market reaction to the UK budget proposal that had significant market impact on the Sterling and look into what are the implications...