Japan Drop-In: Will the BOJ hike rates again before the policy window closes?
UK Economics
UK Drop-In: Crunch time for the Bank of England?
Chief Economist's Note
Debate over lack of ‘fiscal space’ misses the point
Podcast
UK Election Special Briefing – What will Labour do to fix the economy?
Global Real Estate Drop-in: Which region looks set to outperform?
Podcast
Biden’s debate stumble and the macro/market context, UK election preview, shipping rates resurgent and more
Chief Economist's Note
Nvidia, AI, and the bubble that’s not yet ready to burst
Drop-In: Global Markets Outlook – Where next for equities, bonds and FX?
Drop-In: Commodities Outlook – Where next for energy, gold and industrial metals prices?
Drop-In: Global Economic Outlook – Recovery signs clouded by political uncertainty
Chief Economist's Note
Deficits don’t matter – until the bond market decides that they do
Podcast
Bond markets in election season, the stock market bubble, India economic outlook and more
Drop-In: French election outcome – Fiscal policy outlook and market risk
Chief Economist's Note
US economic dominance is here to stay - but it won’t translate into sustained stock market outperformance
Europe Drop-In: French political turmoil and macro/market spillover risks
Podcast
French turmoil, the Fed and BoE in the election cycle, Europe’s EVs tariffs and more
UK Drop-In: The General Election results – The morning after and the macro/markets outlook
