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Robotics sector continues to enjoy strong growth
After close to two years wrestling with the consequences of a global pandemic, it is clear that some industries have been hit while others have sought to rapidl
Starting with a bang
Key Points The Fed started 2022 with a clear hawkish message. The market impact of a swift reduction in the Fed’s balance sheet should not be understated. Ita
Beware the sirens' call
The decision to put cash into markets this year depends on when investors think the interest rate cycle is properly priced. Getting there might be tricky. Highe
Santa is a hawk
We want to thank our readers for their attention and feedback throughout 2021 and wish you the best possible festive season and a great year 2022. The next Macr
Ouch and happy holidays
The central banks are coming. The Bank of England was the front-runner in terms of rates with the Federal Reserve set to get ahead in winding down bond purchase
December Global Macro Monthly - Omicron – the ghost of Christmas past?
Key points The Omicron variant presents a new and as yet undefined risk to the growth outlook for 2022. Evidence on the severity of infections will define the l
December Op-Ed - Omicron and Macro
Key points Omicron seems to be less severe, but “boosting the boosters” alone may not suffice to preserve healthcare capacity. The Federal Reserve and the E
Climate change: How investors can help deliver a Just Transition
Executive summary Climate change is well understood as a systemic risk, but there is less understanding of how the transition to a low-carbon economy might affe
Fixed income outlook: Is the market overly hawkish?
After the bond bear market of 2021, valuations look more attractive in an environment where interest rate rises may already be priced in. Inflation to normalise
Data, finally
Key points New data on Omicron confirms it is a significant challenge, forcing in particular a swift acceleration in the booster programme, but we are not back