Most measures of inflation expectations remain at a level consistent with the Fed’s 2% flexible average inflation targeting (FAIT) framework
3 min read | June 2021
China, which staged a sharp rebound in economic growth could face downward pressure into the second half of the year. Japan's recovery hinges on the acceleration of its vaccination program.
Global M&A saw a marked increase in the wake of the pandemic, but is this rise here to stay, and if so in which sectors?
6 min read | June 2021
Taking stock and looking ahead
4 min read | June 2021
India’s second wave has resulted in a hit to mobility, unemployment rates and economic activity.
2 min read | May 2021
The widening north/south divide could result in a vicious cycle of rising defaults and slower growth in northern China. Though we do not expect a national crisis, markets should be prepared for more defaults.
4 min read | May 2021
Outlook on China's North-South divide.
30 min podcast | May 2021
An outlook for the UK's housing market, weighing the positives against the negatives
9 min read | April 2021
The surge in Covid-19, and it's impact on India's outlook
34 min podcast | April 2021
What are Biden's plans for growth this year?
22 min podcast | April 2021
With factors such as a moderate 2020 stimulus, tighter controls on property market financing and planned tapering, we believe China’s economy is unlikely to overheat.
2 min read | April 2021
How will the upcoming BoJ and ECB meetings impact monetary policy strategy and markets?
43 min podcast | March 2021
Carbon pricing in Japan could focus on policy mix involving carbon tax, emissions trading, subsidies
3 min read | March 2021
Two countries – Egypt and Turkey – are currently at risk of a currency crisis with Romania coming close behind, just under the 100 threshold.
3 min read | February 2021
