Chief Economist's Note
How much is too much? Thinking through triggers of the next fiscal crisis
Chief Economist's Note
Tariffs may stall trade growth, but China’s overcapacity is the bigger danger
Chief Economist's Note
It’s the politics, stupid
CE Insights
Fracturing in the Age of Trump
Chief Economist's Note
A fractured world - and a US own goal?
Chief Economist's Note
A post-summer catch-up
Chief Economist's Note
US chip reversal highlights policy incoherence in a fractured world
CE Insights
America or China? As the global economy fractures, the world will have to choose
Chief Economist's Note
Trump, institutions and the deafening silence of the markets
Chief Economist's Note
Chinese overcapacity is a disinflationary gift and a geopolitical threat
Chief Economist's Note
Fiscal stability is now as much about people as policy
Chief Economist's Note
This trade war is the symptom – global fracturing is the cause
Chief Economist's Note
Trump tariffs are forcing a global reckoning with China’s manufacturing excess
Chief Economist's Note
Israel-Iran and economic risk in a world of radical uncertainty
Chief Economist's Note
Without a plan in a complex, fracturing system – takeaways from the latest US-China twist
On-Demand Events
Online Event
Drop-In: Europe Outlook – Why the ECB could cut rates in 2026
Online Event
Drop-In: UK Outlook – More tax rises to add to economy’s woes
Online Event
Drop-In: Where is r* heading? Catching up on equilibrium real rates
Online Event
Markets Drop-In: From bonds to equities – The great pensions switch and its risks
Online Event
Asia Drop-In: Big policy tests for China, India and Indonesia
Online Event
LatAm Drop-In: Brazil under pressure – Macro and market outcomes in a higher tariff world
Online Event
Central Bank Drop-In: Unpacking the Fed, ECB and Bank of England September meetings
Online Event
Commodities Drop-In: Gold at record highs, oil under pressure, OPEC in question
Online Event
Drop-In: What’s really holding up the commercial real estate recovery?
Online Event
Drop-In: France’s political turmoil and the fragility of global bond markets
Online Event
Drop-In: What’s really holding up the commercial real estate recovery?
Online Event
Asia Drop-In: Indonesia in turmoil – Macro and market implications
Online Event
US Drop-In: August payrolls briefing – Macro, policy and market implications
Online Event
Drop-In: Global macro and market risks to watch in 2025’s final stretch
Online Event
Drop-In: India in Trump’s firing line – What’s at stake for the economy and markets
Podcast Episodes
Podcast
Global Outlook: US leads, Europe lags plus China’s equities boom
Podcast
Tariffs, rates… and an Argentina rescue
Podcast
US-China talks, LatAm’s crime surge and central bank shifts
