From hard policies to trade routes, the causes and effects of volatility are connected across the planet. To recognise the opportunities and risks, know how to pick the triggers to watch from the grey swans.
Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for the rest of 2021 by region.
3 min read | June 2021
We expect strong earnings recovery this year for Asia ex-Japan equities and double-digit earnings growth in 2022.
2 min read | June 2021
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
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
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
We see two key longer-term factors supporting RMB appreciation.
30 min podcast | March 2021
2 min read | January 2021
17 min video | December 2020
Given Biden's pledges to reform environmental policy what are the likely repercussions for the auto industry?
4 min read | December 2020
6 min read | December 2020
What will 2021 mean for FX markets?
28 min podcast | December 2020
Will the UK be able to vaccinate itself against a weakening economy?
3 min read | November 2020
7 min read | November 2020
