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
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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
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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
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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
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Article
Weekly market update – A...
The degree and speed of monetary policy tightening in developed markets triggered renewed selling of equities and a further sharp…
29/09/22
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Podcast
Talking heads – Slow-motion recession...
While equity markets are feeling the pinch from rising real rates, earnings reports and guidance are yet to reflect the…
26/09/22