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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

What the markets think about AI

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?

Climate

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

Oil, China and false inflation narratives

Chief Economist's Note

Oil, China and false inflation narratives

Drop-In: Oil prices and the threat to the global inflation outlook

China semiconductor

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

The five questions that will determine AI’s ultimate economic and market impact

Chief Economist's Note

The five questions that will determine AI’s ultimate economic and market impact

Podcast

What have we learned from Kwasi Kwarteng's budget blunder?

Podcast

How will fracturing reshape the global economy and markets?

Podcast

Who decides Chinese economic policy in Xi Jinping's third term?

Podcast

Are central banks winning the war against inflation?

Podcast

To pivot or not to pivot?

Podcast

Why can't China just ditch zero-COVID?

Podcast

Is the dollar rally done and dusted?