Resources

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China Economics

Drop-In: China’s troubled outlook – How great is recession and financial risk?
There’s a reason to worry about Chinese data – but it’s not deflation

Chief Economist's Note

There’s a reason to worry about Chinese data – but it’s not deflation
CE Aggregate Supply Curve

Chief Economist's Note

Revisiting the case for ‘immaculate disinflation’

US Drop-In: July CPI and the Fed policy outlook

Drop-In: Argentina’s election – Back from the brink or into the abyss?

EM Drop-In: Rate cuts, friendshoring, the carry trade and more

UK Economics

UK Drop-In: Bank of England – Another 50bps hike or back to 25bps?
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Asia Drop-In: Is China in a balance sheet recession?
when central banks will cut interest rates

Drop-In: The Fed and ECB’s July meetings – and a lookahead to the BoE
El Niño

Drop-In: El Niño – Gauging the risks to economies and markets
Bank of England

UK Economics

UK Drop In: June CPI - Macro and policy implications

Artificial intelligence and the global economy

Chief Economist's Note

How to get a handle on AI’s many implications for economies and markets

CRE

CRE Drop-In: Office sector Armageddon – Who gets hit hardest?

US Drop-In: Q3 US Economic Outlook – The shifting macro story and the Fed’s response

Drop-In: Q3 EM Outlook – Central banks shifting into easing mode

Asia Drop-In: When will the Bank of Korea step in to support growth?

Canada Drop-In: BoC July meeting – Is the Bank finished with rate hikes?

Chief Economist's Note

‘Greedflation’ debate muddles inflation’s symptoms with its cause

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