House price developments have raised concerns on both sides of the Atlantic recently. The worry is that the housing market may be overheating in the UK but cooling in the US. For now, though, we don’t...

With the world economy gradually recovering, it is tempting to assume that there will be a global monetary policy tightening cycle in the coming years. However, we think US interest rates will return...

The significance of revised purchasing power parity estimates, which suggest that China’s total GDP may overtake that of the US as soon as this year, is not as great as some of the headlines imply...

We have already written extensively on the crisis in Ukraine and its potential economic and market impacts. (The most relevant publications are listed on page 2.) But as the crisis is back in the...