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Commodities

Commodities Drop-In: Oil, copper and global macro drivers

APAC CRE

Asia Drop-In: Hong Kong commercial property – How much more pain ahead?

Canada

Canada Drop-In: How far will the Bank of Canada go to support growth?

Global Drop-In: Trump tariffs state of play – What we know and what to watch

Chief Economist's Note

This trade war is the symptom – global fracturing is the cause

Podcast

Tariffs deadline looms, Trump’s inflammatory tax bill and why deglobalisation isn't nigh

Drop-In: Portfolio manager briefing – The macro and market forces that could impact your returns in late 2025

Bank of England

Global Drop-In: Fed, ECB and Bank of England – Unpacking the latest rate moves

Trump tariffs are forcing a global reckoning with China’s manufacturing excess

Chief Economist's Note

Trump tariffs are forcing a global reckoning with China’s manufacturing excess

Podcast

The global economy's fragile underpinnings plus BYD, DeepSeek and China's productivity problems

Podcast

Special: A fragile peace takes hold – what next for economies and energy markets?

Chief Economist's Note

Israel-Iran and economic risk in a world of radical uncertainty

Podcast

Risk vs uncertainty in the Middle East, dollar in focus, and new Asia market coverage

World economy

Chief Economist's Note

Without a plan in a complex, fracturing system – takeaways from the latest US-China twist

Podcast

Israel-Iran strikes, the Fed’s next steps, US-China trade talks and more

Drop-In: Israel-Iran military strikes – Assessing the global economic implications

Capital controls as a fix for US deficits – no longer unthinkable, still costly

Chief Economist's Note

Capital controls as a fix for US deficits – no longer unthinkable, still costly

Podcast

Are tariffs starting to bite? Plus, the economics of rising defence spending