Our latest macroeconomic insights Commodities Update Gold, equity bear markets, and recessions While gold prices have edged down since “Liberation Day”, this is not unusual during a sudden equity market selloff. In fact, gold’s track record suggests that prices are likely to rise from here... 9th April 2025 · 2 mins read Global Economics Update Answering your questions about Liberation Day tariffs We hosted two online Drop-In sessions on 3rd April to discuss the fallout from President Trump’s Liberation Day tariff announcement. (See a recording here.) This Update contains answers to some of the... 3rd April 2025 · 9 mins read Global Economics Update The implications of US vehicle tariffs In this Update, we answer several key questions about how the announced 25% tariffs on US imports of autos and parts might affect the global economy and the US itself. Mexico, Slovakia and Korea are... 27th March 2025 · 7 mins read Event Drop-In: Could a ‘Mar-a-Lago Accord’ fix the global trading system? 27th March 2025, 3:00PM GMT There’s no shortage of proposals for fixing global trade imbalances – not least a ‘Mar-a-Lago Accord’ suggested by the new head of Donald Trump’s Council of Economic Advisers. But what exactly needs… Pagination Previous … Page 23 Page 24 Page 25 Page 26 Current page 27 Page 28 Page 29 Page 30 Page 31 … Next
Commodities Update Gold, equity bear markets, and recessions While gold prices have edged down since “Liberation Day”, this is not unusual during a sudden equity market selloff. In fact, gold’s track record suggests that prices are likely to rise from here... 9th April 2025 · 2 mins read
Global Economics Update Answering your questions about Liberation Day tariffs We hosted two online Drop-In sessions on 3rd April to discuss the fallout from President Trump’s Liberation Day tariff announcement. (See a recording here.) This Update contains answers to some of the... 3rd April 2025 · 9 mins read
Global Economics Update The implications of US vehicle tariffs In this Update, we answer several key questions about how the announced 25% tariffs on US imports of autos and parts might affect the global economy and the US itself. Mexico, Slovakia and Korea are... 27th March 2025 · 7 mins read
Event Drop-In: Could a ‘Mar-a-Lago Accord’ fix the global trading system? 27th March 2025, 3:00PM GMT There’s no shortage of proposals for fixing global trade imbalances – not least a ‘Mar-a-Lago Accord’ suggested by the new head of Donald Trump’s Council of Economic Advisers. But what exactly needs…
