Understand how central banks' rate divergence affects exchange rates, with a focus on US long-term yields, energy price shocks, and inflation pass-through...

Britain’s Labour Party returned to power for the first time in 14 years after winning a large majority in parliamentary elections.

Analysing the causes and effects of the secular decline in productivity growth, and the impact of Artificial Intelligence.

This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections.

Unlock critical investment insights with the May 2024 Cross Asset Strategy Report, covering US, China, and India's economic forecasts, inflation, and...

The challenge for central banks will be to reconcile their narrow monetary policy objectives with maintaining relatively low yields for markets to fund...

Stay informed on finance with our expert analysis. Explore macroeconomic trends, Eurozone PMIs, emerging markets, central bank updates & geopolitical...

Stay informed on US economy trends in finance. Discover insights on deceleration signs, rising delinquency rates, and the impact of restrictive monetary...

Dive deep into the intricacies of the burgeoning US debt crisis and its profound implications for the finance sector. Explore nuanced fiscal adjustment...

Navigate finance's turbulent waters with insights on regional inflation shocks, China's lowflation era, and geopolitical impacts.

Navigate 2024's economic landscape with insights on disinflation trends, central bank policies, and emerging market dynamics. Explore potential risks,...

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...

The Hot Debates section sheds light on current global topics.

Investors should prepare for a new quantitative tightening paradigm, as major central banks have started unwinding their large balance sheets.

Dive into the effects of central bank balance sheet normalization on financial markets, government bond yields, and the evolving investment landscape....