Focused thinking: 2 min read | July 2019

Are the major central banks trapped?

The policy reaction function of many of the ... [Read more]

Focused thinking: 4 min read | July 2019

Global midyear economic outlook 2019

Central bankers step up to the plate as ... [Read more]

Focused thinking: 3 min podcast | July 2019

Damocles update: Who is at risk?

Damocles is based on a noise-to-signals approach in ... [Read more]

Focused thinking: 3 min read | September 2018

Damocles: our early warning indicator of exchange rate crises

Despite the lessons learned from past crises, currency ... [Read more]

Focused thinking: 2 min read | August 2018

Deciphering EM rate expectations

What are some of the patterns in Asia ... [Read more]

Focused thinking: 3 min video | June 2018

Why market volatility is inevitable

Focused thinking: 1 min read | May 2018

Higher oil prices drive EM divergence

A continued rise in oil prices would divide ... [Read more]

Focused thinking: 3 min read | April 2018

Where are the risks in an EM snapback?

Four potential events this year could lead to ... [Read more]

Focused thinking: 1 min read | April 2018

Who would bear the brunt of increased US protectionism?

In this study, our economists assess the impact ... [Read more]

Focused thinking: 1 min video | February 2018

Global Emerging Markets Seminar 2018

Focused thinking: 1 min video | November 2017

Eddie Jones: laser-sharp focus

Focused thinking: 3 min read | January 2017

Deal-contingent hedging: a flexible way to mitigate risk

Recent geopolitical volatility has had dramatic repercussions in ... [Read more]