Resources

Podcast

Special Episode: What to make of Trump's tariff warning

Global Drop-In: US tariffs – How they’ll work, what they’ll do and how the world will respond
Inflation, China and AI – Trump isn’t the whole macro story

Chief Economist's Note

Inflation, China and AI – Trump isn’t the whole macro story

Podcast

Trying to avoid talking Trump and what an end to the Ukraine war could look like

EM Drop-In: Emerging market winners and losers in Trump’s second term

Europe Economics

Drop-In: The Fed, ECB and BoE December meetings and the 2025 policy outlook

Drop-In: The World in 2025 – The global macro and market outlook
Tariffs have stolen the spotlight but Trump’s immigration pledges may be the real macro threat

Chief Economist's Note

Tariffs have stolen the spotlight but Trump’s immigration pledges may be the real macro threat

Podcast

The economic fallout from tariffs and deportations and what follows the 'Trump bump'

China Economics

Drop-In: Trump, OPEC, China – What’s driving oil prices in 2025?

Video presentation: Trump's second term – Implications for the US economy

Europe Chart Pack

Europe Drop-In: Germany's political crisis – Macro and market consequences

Chief Economist's Note

Trump’s near-term macro impact won’t be big. Longer term is a very different story.

Podcast

Trump up-ends the macro narrative and the Chinese stimulus that wasn’t

Podcast

Special Episode: The US election aftermath and Trump's second coming

Chief Economist's Note

A short guide to a big week

Podcast

What this election means for macro and markets and the aftermath of the UK Budget

UK Drop-In: Faster or slower? How inflation and the Budget could influence the Bank of England
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