The pandemic and the ongoing war have continued to knock the world out of equilibrium in 2023. Powerful secular trends such as climate change, aging populations and deglobalization will likely continue to intensify throughout the year, alongside inflation-related uncertainty and heightened geopolitical risks around the world. Meanwhile, our economists expect central banks to also move away from forward guidance and, in turn, become more data-dependent in order to respond more quickly to economic landings.
Head of Global Macro Research
Chief China Economist
Senior US Economist
Southeast Asia Economist
Chief Economist, Japan
Chief Economist, India and Asia ex-Japan
Chief UK & Euro Area Economist
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