Chief Economist's Note
Whipping inflation doesn’t necessarily require a recession – but some may not get a choice
Capital View
S&P 500’s valuation suggests downside but not disaster
Drop-In: Commercial property in a world of rising interest rates
Drop-In: How fast and far will Australian rates rise?
Drop-In: Where do EM sovereign debt risks lie?
Chief Economist's Note
In this new age of uncertainty, central banks should double down on inflation targeting
Drop-In: China’s near and long-term economic headwinds
Drop-In: Global markets outlook – Bonds, equities and FX after peak inflation
Capital View
Q2 Global Economic Outlook: Paying the Price of High Inflation
Drop-In: Canada Outlook - Tighter policy to drive GDP growth below potential
Drop-In: UK house prices heading for a fall
China's FX reserve options are limited by its choice of friends
Drop-In: Unpacking the US April employment report
Drop-In: UK Outlook – Rates to rise to 3.00% to rein in price expectations
EM Drop-In: Russia cuts the gas, EM FX falls and a food crisis gathers pace
Drop-In: Global Economic Outlook – Paying the price of high inflation
