EM Drop-In: South Africa’s momentous election
Drop-In: Global Inflation Watch – Bumpy ride back to target
UK Drop-In: How the Bank of England will respond to UK inflation’s rapid retreat
EM Drop-In: What Trump’s return would mean for emerging markets
Chief Economist's Note
Who’s afraid of a stronger dollar?
Podcast
That Fed rate hike noise, China trip notes and EM FX challenges
Commodities Drop-In: Geopolitical risk and the commodities price outlook
Europe Drop-In: Germany’s economic future – Is the ‘sick man’ healing?
Chief Economist's Note
Don’t panic about inflation – and other learnings from an information flurry
Podcast
Overcooked inflation fears, the end of the excess savings debate and a global markets briefing
Europe Drop-In: Why the ECB will cut rates by more than most expect
Chief Economist's Note
Israel's retaliatory strikes: Key analysis on the Middle East conflict
EM Drop-In: What currency sell-offs mean for emerging markets
FX Drop-In: What a stronger-for-longer dollar means for JPY and CNY
Chief Economist's Note
Overcapacity concerns open up a new front in US-China fracturing
Chief Economist's Note
The macro consequences of Iran’s drone strike
The Weekly Briefing
Podcast
Janet Yellen's Beijing trip and the Chinese overcapacity threat
