China’s structural growth - From...
After more than 40 years of economic reforms, China is arguably moving from an era of growth opportunities to one…
27/01/23
Front of mind
-
-
Graph of the week –...
Our graph of the week shows that financial markets continue to price a much higher ECB policy rate a year…
26/01/23
-
Article
Weekly market update – So...
The surge in equities and fall in long-term bond yields in the first few weeks of January suggested that investors…
26/01/23
-
Article
Weekly market update – An...
Financial markets have begun 2023 with a spring in their step. US inflation data has been interpreted positively. Bond yields…
19/01/23
-
Article
Weekly market update – Inflation...
Inflation in Europe and the US has continued to soften, while China has ditched its zero-Covid policy and shifted to…
12/01/23
-
Article
Renminbi internationalisation – The petro-yuan...
If Saudi Arabia decides to trade its oil with China in renminbi rather than US dollars, it would add momentum…
06/01/23