US Housing Drop-In: What do falling mortgage rates mean for the market in 2024?
Chief Economist's Note
In the China versus US size stakes, it’s what you measure that counts
Podcast
Macro in a more dangerous world, UK CPI preview, bond vigilantes, and the US energy export surge
Drop-In: What’s really happening with China's commodities demand?
Podcast
2024’s uncertain start, US CPI preview, Taiwan's flashpoint election and more
EM Drop-In: Mexico – Will nearshoring live up to the hype?
US Economics
US Drop-In: December CPI and the Fed’s 2024 path back to its 2% inflation target
Asia Economics
Asia Drop-In: Taiwan election 2024 – Domestic and global implications
Emerging Markets Economics
Drop-In: 2024 EM Outlook – Big growth divergence in a big election year
US Commercial Property
Drop-In: 2024 US CRE Outlook – Another year of double-digit value falls
Emerging Europe Economics
EM Drop-In: Is Turkey’s policy shift the real deal?
Chief Economist's Note
Holiday readings: The big stories of the year
Podcast
The Fed gifts the bond market, the EM growth outlook and that COP28 agreement
Chief Economist's Note
2024: Your most commonly asked questions answered
Podcast
What could go wrong in 2024, the BoE on Table Mountain and the US housing outlook
Chief Economist's Note
When it comes to the green transition, follow the data not the rhetoric
Podcast
Where to spot fiscal risks and how to think about US-China economic competition
