Drop-In: 2025 Commodities Outlook – Weak fundamentals vs geopolitical risk
EM Drop-In: Turkey’s 2025 – Will policymakers get the job done?
Chief Economist's Note
Key reads to get ready for 2025
Podcast
US inflation, a US-China big deal, Brazil's crisis
Drop-In: Debt, Trump, Elections – Europe’s year of living dangerously
EM Drop-In: Brazil’s currency crisis – Economic and market implications
CE Insights
Five Big Themes for Investors to Watch in 2025
Chief Economist's Note
Key risks in 2025: What could go wrong (and right)?
Podcast
Central bank policy pains, China’s pivot, the market bubble in 2025, geopolitics vs macro and more
Chief Economist's Note
It’s not just France. Europe faces ongoing decline without fundamental reform at its core.
Podcast
The World in 2025 – The macro themes that will shape next year
Asia Drop-In: Why the BoJ will raise rates by far more than expected in 2025
Asia Drop-In: Korea political crisis – Macro and market implications
Europe Drop-In: Is France’s political crisis the next euro-zone debt crisis?
Europe Drop-In: The slow agony of Germany’s auto industry
