Drop-In: Nordic & Swiss – What policy tightening means for economies and markets
CE Insights
US Economic Outlook: Economy will bend not break under higher rates
Capital View
This wave of globalisation was over long before Russia invaded Ukraine
Chief Economist's Note
From ‘Roaring’ to ‘Recessionary Twenties’ – how convincing is the market’s latest story?
Capital View
The French presidential election – The macro and market risks of Le Pen vs Macron
Drop-In: France votes – What investors need to know about Macron vs Le Pen
Drop-In: Global inflation – The point of maximum pain
Drop-In: South Asia’s political turmoil and debt default
EM Drop-In: How the Ukraine war’s spillovers are helping and hurting EMs
Drop-In: The fallout from Europe’s energy war
Chief Economist's Note
Reports of the dollar’s demise are (still) greatly exaggerated
Capital View
Back to the 1970s?
Drop-In: Unpacking the US March employment report
Drop-In: Is Europe at risk of recession?
Chief Economist's Note
EM crises are old news – today’s risks from higher rates lie in housing
