Resources

EM Drop-in: The Russia-Ukraine war – The macro and market implications of an end to fighting

5th February 2025, 3:00PM GMT

Drop-In: European Commercial Property Outlook – Is the recovery under threat?

5th February 2025, 2:00PM GMT

Chief Economist's Note

Trump tariff threats strike fear into the global economy – but this isn’t the 1930s redux

27 January, 2025

Podcast

Trump vs the Fed, the real Stargate story and why oil prices look even shakier

Drop-In: Fed, ECB and BoE – Unpacking the first rate decisions of 2025

30th January 2025, 3:00PM GMT

ANZ Drop-In: Will Australian Q4 CPI data bring the RBA's easing cycle closer?

29th January 2025, 3:00AM GMT

Chief Economist's Note

Crunch time in Washington

20 January, 2025

Podcast

An ‘American Carnage’ sequel? Another big year for US stocks, Keir Starmer's AI dreams and more

LatAm Drop-In: Mexico’s economy in the firing line as Trump returns

22nd January 2025, 4:00PM GMT

Japan Drop-In: Don't underestimate the BOJ’s appetite for rate hikes

24th January 2025, 8:00AM GMT

Drop-In: Can India’s policymakers bring the good times back?

28th January 2025, 9:00AM GMT

Drop-In: UK Commercial Property in 2025 – Do higher gilt yields augur ill?

23rd January 2025, 3:00PM GMT

Chief Economist's Note

From US outperformance to the DM bond sell-off – Key questions at 2025’s start

13 January, 2025

Drop-In: US Commercial Real Estate in 2025 – How much pain, how much gain?

22nd January 2025, 3:00PM GMT

Podcast

Jobs blowout deepens bond market gloom, Rachel Reeves' sticky fiscal wicket, Trump and the dollar and more

US Drop-In: Inauguration Day special – Knowns and unknowns around Trump’s second term

21st January 2025, 3:00PM GMT

Drop-In: Trump 2.0 – US and Asia macro implications

14th January 2025, 8:00AM GMT

UK Drop-In: Could the gilt market upend Rachel Reeves’ fiscal plans?

8th January 2025, 3:00PM GMT