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Drop-In: The mini-Budget fallout – Will UK market mayhem continue?

EM Drop-In: Rising EM macro risk in a strong dollar world

Global inflation fixation risks missing China’s economic reckoning

Chief Economist's Note

Global inflation fixation risks missing China’s economic reckoning

Markets Drop-In: What's happening in FX and bond markets?

Drop-In: Brazil votes 2022 – Gauging risks around the election

Forget the US inflation shocker – UK labour market data are the real horror story

Chief Economist's Note

Forget the US inflation shocker – UK labour market data are the real horror story

UK Drop-In: The Bank of England and Kwasi Kwarteng’s “fiscal event”

Markets Drop-In: The case for the end of US equity outperformance

Europe’s energy sticking plaster won’t preclude much higher rates

Chief Economist's Note

Europe’s energy sticking plaster won’t preclude much higher rates

History won’t repeat – this wave of deglobalisation will be unlike the others

Chief Economist's Note

History won’t repeat – this wave of deglobalisation will be unlike the others

Drop-In: Will the ECB start running from behind the curve?

US Drop-In: Could August CPI swing the September Fed decision?

UK Drop-In: What will the leadership of Liz Truss mean for the UK property market?

Capital View

New report warns of the stark economic consequences of an attack on Taiwan

Chief Economist's Note

Putting Europe’s energy crisis in context

US Drop-In: August non-farm payrolls – another upside surprise?

EM Drop-In: Macro risks growing across emerging markets

Daily Briefing - 24th August, 2022