251 insights found
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
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.
The cost of dominance
The high level meeting between US and Chinese officials last week was acrimonious.
China: Path to ‘Net-Zero’
How the world’s largest emitter plans to become carbon neutral