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.
Focused thinking: 5 min video
After surging in 2010-11, global food prices have been on a downtrend, but this can ... [Read more]
December 2019
Focused thinking: 3 min read
Among its struggling European peers, how has France managed to stay ahead of the game? ... [Read more]
November 2019
Focused thinking: 2 min video
Contrary to our expectations of a recovery starting in Q3, high-frequency indicators have plunged and ... [Read more]
October 2019
January 2020
Euro Area Outlook 2020
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Preparing for the next surge in food prices
How and why is France one of the Euro Area’s star performers?
India: A difficult climb ahead
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
Focused thinking: 2 min read
We update and expand the scope of our analysis for the impact for global automakers ... [Read more]
What's the impact of Brexit on the UK Auto Industry?
We have been downbeat on the global economic outlook, primarily due to our views on ... [Read more]
September 2019
Nearing an inflection point: Preparing for a change in global growth velocity
Focused thinking: 4 min read
With clear signs that the US economy has slowed, growing trade tensions rising, and new ... [Read more]
Is the US on the verge of a recession?
Focused thinking: 3 min video
July 2019
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?
Central bankers step up to the plate as the tug-of-war between monetary easing and rising ... [Read more]
Global midyear economic outlook 2019