UK Drop-In: Election Preview – Would a new government move the dial on the economy?
Chief Economist's Note
Central bankers should keep perspective as newsflow tests nerves
Podcast
Inflation rebound risk, bank real estate exposure, Trump trade wars and dollar and EM outlooks
US Drop-In: January CPI and the timing of the start of Fed easing
Chief Economist's Note
China’s policy tinkering isn’t addressing its structural challenges
Podcast
A bumper US jobs report, central banks and labour markets and that wave of US CRE loans
Asia Drop-In: After Jokowi – Indonesia’s election and its long-term economic outlook
EM Drop-In: Easing cycles, debt risks, and the outlook for EM bonds
Property Drop-In: Real estate distress – who’s vulnerable and where?
Global Drop-In: Geopolitics, shipping disruptions and supply chain risks
Chief Economist's Note
Pivoting central bankers must face down the ghost of Arthur Burns
Podcast
Fed week! China's stimulus blizzard, Houthi inflation risk and more
