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Research & Investment Strategy

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.

Research & Investment Strategy

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

Research & Investment Strategy

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

Research & Investment Strategy

China: Decarbonizing the economy

Gauging the economic impact of China’s transition to ‘net zero’

Research & Investment Strategy

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.

Research & Investment Strategy

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

Research & Investment Strategy

March Op-Ed - Who can resist market contagion?

US long-term yields should continue to rise in the near-term as inflation is likely to rise, a least transitorily.

10 minute read

The cost of dominance

The high level meeting between US and Chinese officials last week was acrimonious.

Research & Investment Strategy
15 minute read

China: Path to ‘Net-Zero’

How the world’s largest emitter plans to become carbon neutral