Thank you! We have received your request. A member of our team will be in touch shortly to set up your complimentary access. You may also like Global Economics Update The macro implications of a weaker dollar Our base case is that the recent bout of weakness in the US dollar will reverse. If it remains at its current level, the direct macro impact is likely to be small for most countries, especially... 28th January 2026 · 6 mins read Equities Update What share issuance can tell us about the AI bubble One warning sign that a bubble is close to bursting is high and rising gross equity issuance; that was a feature, for example, during the dotcom bubble and the “non-profitable tech” bubble in 2020-21... 23rd January 2026 · 5 mins read Global Economics Update Major central banks out of sync in 2026 Since December, investors’ year-end interest rate expectations have moved towards our own end-2026 policy rate forecasts for all major advanced economies. We think there is a bit further to go before... 22nd January 2026 · 5 mins read Global Economics Update Why is services inflation stickier in Europe than the US? Given comparatively weak economic conditions, it might seem surprising that services inflation has been stickier in Europe than in the US in recent months. But much of this reflects the delayed... 21st January 2026 · 5 mins read Pagination Previous … Page 20 Page 21 Page 22 Page 23 Current page 24 Page 25 Page 26 Page 27 Page 28 … Next
Global Economics Update The macro implications of a weaker dollar Our base case is that the recent bout of weakness in the US dollar will reverse. If it remains at its current level, the direct macro impact is likely to be small for most countries, especially... 28th January 2026 · 6 mins read
Equities Update What share issuance can tell us about the AI bubble One warning sign that a bubble is close to bursting is high and rising gross equity issuance; that was a feature, for example, during the dotcom bubble and the “non-profitable tech” bubble in 2020-21... 23rd January 2026 · 5 mins read
Global Economics Update Major central banks out of sync in 2026 Since December, investors’ year-end interest rate expectations have moved towards our own end-2026 policy rate forecasts for all major advanced economies. We think there is a bit further to go before... 22nd January 2026 · 5 mins read
Global Economics Update Why is services inflation stickier in Europe than the US? Given comparatively weak economic conditions, it might seem surprising that services inflation has been stickier in Europe than in the US in recent months. But much of this reflects the delayed... 21st January 2026 · 5 mins read
