23/12/2024 Fed and ECB cut rates, BoJ and BOE on hold Fed Chair Powell said they are at a point at which it would be appropriate to slow the pace of cuts.
19/06/2023 Economy & Markets 2020s vs 1970s: echoes, not a replay Despite many similarities between the inflationary period in the 1970s and in the 2020s, the two scenarios are not identical.
30/05/2023 Podcasts Outerblue Convictions – Global Investment Views: All eyes on... Stay updated on the US debt ceiling negotiations and their impact on the economy. Join Swaha Pattanaik and Monica Defend for expert market insights in...
26/05/2023 Investment Views Global Investment Views - June 2023 Bonds (and cash) are back on the radar screen. Read more of our monthly investment views.
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,...
10/05/2023 Economy & Markets Our key takeaways from IMF’s Spring meetings Investor sentiment is downbeat, but not overly bearish. With tightening credit conditions, our US growth outlook is lower compared to the IMF’s, while...
