194 insights found
UK Budget: Next steps, not complete vision
David Page, Head of Macro Research, comments on the UK Budget and outlook for medium-term public finances.
February Global Macro Monthly & Investment Strategy - Vaccine and stimulus: too much of a good thing?
The virus is fading from a year-end resurgence in most areas of the globe.
Monthly Op-Ed - Dealing with overheating concerns (already)
The Biden plan could close the US output gap by the end of 2021.
Entering the world's second largest bond market
China’s bond market reached $17 trillion in Q3-2020, making it the world’s second largest market after the US.
January Global Macro Monthly & Investment Strategy - The Vs to shape recovery – Vaccine Vs Virus
The balance of restrictions and virus spread has been disrupted by more contagious new virus variants.
Monthly Op-Ed - Central bankers never get to rest
Challenges around the virus and vaccine path continue to argue for supportive central banks.
How can President Biden tackle Climate Change?
The challenges Biden will face in reducing greenhouse gas emissions
RCEP: Integrating Asia beyond trade
Gauging the impacts of creating the world’s largest trading bloc