254 insights found
Europe’s path to net zero
Deciphering Europe’s ambitions, actions and ability to reach net zero
China: Financing the Green transformation
How green bonds can drive Beijing’s sustainability ambition
The inflation outlook: What’s changed?
US stimulus makes a sustainable, gradual inflation rise more likely
April Global Macro Monthly - Inflation to rise, but how fast and for how long?
Virus and vaccines continue to drive growth outlooks. China saw a slower first quarter, but we raise our annual outlook.
April Op-Ed - The return of inflation is a US story
Inflation expectations in the US non-financial sectors continue to rise. However, we think a post-covid inflation regime change is not obvious, and if it materialised would remain limited to the US
Bank of Japan: Assessing the outcome of its strategic review
The Bank of Japan kept the status quo at its March monetary policy meeting but the market’s attention was on its policy review
China: Decarbonizing the economy
Gauging the economic impact of China’s transition to ‘net zero’
Global Imbalances Redux ?
We don’t think Europe can easily emulate the US and engage in a massive fiscal stimulus. More emerging countries are hitting the limits of their policy space.
March Global Macro Monthly - The great rate debate
Growth rebounds remain virus and vaccine dependent. The outlook is solid in US and good in the UK