Global Economics

Joseph Marlow is an Assistant Economist who joined the Capital Economics graduate training scheme in September 2021. He previously spent a year as a Credit Risk Analyst at Lloyds Banking Group as part of his undergraduate degree, and has also completed an internship at the Office for National Statistics.

Joseph holds degrees in Economics from the University of Surrey and the University of St Andrews.

Articles published by Joseph Marlow

• Gas supplies at risk, CNB shake-up, Turkey FX restrictions
• CNB steps up tightening, but NBP opts for a smaller hike
• Czech GDP (Q1 2022)
• Turkey’s current account deficit is a growing risk
• Energy sanctions ratchet up, Russia close to default?
• CNB slows tightening, but more on the horizon
• The economic impact of Ukrainian refugees on CEE
• The Russia-Ukraine war and currency markets
• US dollar see-saws on Ukraine risk & FOMC minutes
• The outlook for German and Swiss Government bonds
• Assessing the outlook for German and Swiss government bonds
• We expect EM LC government bonds to be a mixed bag
• EM monetary policy and LC government bond yields
• Taking stock of the prospects for EM currencies
• Hawkish FOMC meeting provides a boost to the dollar
• We think CEE currencies will weaken despite rate hikes
• We think emerging market currencies will generally fall from here
• We think the Turkish lira’s stability will prove short-lived
• We do not expect the recent dollar weakness to last
• The outlook for high-beta DM currencies in 2022
• We expect higher US yields to lead to more weakness in the yen
• We expect the rebound in the Brazilian real to be short-lived
• Further rate cuts likely to put more pressure on the lira
• Dollar rally may have further to run
• US inflation compensation revisited
• We expect the Brazilian real to remain under pressure
• Most signs point to further trouble for the Turkish lira
• Further rate cuts likely to add to the lira’s woes
• We expect the rally in commodity currencies to be short-lived
• We expect long-dated Treasury yields to rise further still
• We think the Norwegian krone’s rally is nearing its end
• We doubt the rally in the US dollar is over