The recent change to the accounting treatment of some types of "intellectual property products" in the US national income and product accounts has resulted in a decline in the price/earnings ratio of...

Net capital inflows into emerging markets (EMs) were significantly negative in June as investors fretted about a change in the Fed’s monetary policy. Although the selling continued in the early part...

Our research has consistently emphasised that monetary conditions in the major advanced economies are likely to remain exceptionally loose for several years even after the US Fed ends its asset...

We are often asked for examples of bold non-consensus calls that have been proved right. This Update provides a selection from the last few months across a range of our services. The publications...