Focused thinking: 4 min read
With clear signs that the US economy has slowed, growing trade tensions rising, and new ... [Read more]
September 2019
Focused thinking: 2 min read
Our weekly updated overview highlights the key releases of global economic market data from around ... [Read more]
December 2019
Central bankers step up to the plate as the tug-of-war between monetary easing and rising ... [Read more]
July 2019
The recovery in Japan's economic activity is still rolling on, but the growth momentum is ... [Read more]
January 2019
Out of the limited number of options available, what method can the BOJ use? ... [Read more]
February 2019
Focused thinking: 5 min video
Preparing for the next surge in food prices
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What's on the horizon for the global economy?
Focused thinking: 3 min read
Among its struggling European peers, how has France managed to stay ahead of the game? ... [Read more]
November 2019
How and why is France one of the Euro Area’s star performers?
Ahead of the UK election on the 12th December, we have created a series of ... [Read more]
The UK 2019 Election
Focused thinking: 2 min video
India: A difficult climb ahead
October 2019
Indonesia: The return of fiscal conservatism
Focused thinking: 5 min read
Expectations are growing that the BOJ will decide to further loosen monetary policy. ... [Read more]
Risk of BOJ taking rates further into negative territory and investment strategies
We have been downbeat on the global economic outlook, primarily due to our views on ... [Read more]
Nearing an inflection point: Preparing for a change in global growth velocity
Is the US on the verge of a recession?
Expectations have been mounting for a policy response by the BOJ, including further easing. What ... [Read more]
Japan: conditions for more BOJ easing and implications
Focused thinking: 3 min video
Asia mid-year equities outlook 2019
The policy reaction function of many of the world’s major central banks looks to have ... [Read more]
Are the major central banks trapped?