Chief Economist's Note
Post-zero-COVID China, the gas crisis undone and the petroyuan’s false promise
US Drop-In: Will the December CPI report shift the disinflation/policy debate?
US Real Estate Drop-In: How bad will it get in 2023?
Property Drop-In: How bad will it get for the UK and euro-zone in 2023?
Global Economics
Global Drop-In – A year of disinflation
Drop-In: The BoJ makes its move – What now for monetary policy?
The World in 2023 - What to Expect in Financial and Commodity Markets
The World in 2023 - What to Expect in Advanced and Emerging Economies
Chief Economist's Note
Five key reads from 2022
Chief Economist's Note
The year’s big story in macro and markets will ripple into 2023 as well
Drop-In: Fed, ECB and BoE December meetings – A pivotal year for policy ends
Chief Economist's Note
EMs have moved on from crises past but don’t discount new debt risks
Drop-In: US vs euro-zone – A tale of two inflation cycles
Capital View
Euro-zone’s economic slump won’t deter the ECB
UK Housing
Drop-In: UK house prices go over the edge – how far will they fall?
Chief Economist's Note
Get ready for a year of recession – but it won’t be all bad news
