Drop-In: Why “higher for longer” won’t survive – and what it means for markets
Chief Economist's Note
It’s all connected – why investors can’t ignore the global economy’s megatrends

Chief Economist's Note
What the markets think about AI
US Commercial Property
Property Drop-In: US CRE – Updated forecasts and more downside risks
Asia Drop-in: Japan Special – Will the Bank of Japan finally abandon easy policy?

Drop-In: UK climate policy – A lesson in how not to do it

Chief Economist's Note
Oil, China and false inflation narratives
Drop-In: Oil prices and the threat to the global inflation outlook

Podcast
Huawei’s chip surprise, Energy price spike, Nvidia in India, UK vs Germany
Drop-In: AI, Economies and Markets – How artificial intelligence will transform the global economy
