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Growth is expected to surge in the months ahead. Nominal GDP will be stronger than seen for years.
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.
Risk, return, repeat
Fiscal dominance is a reality and markets are reacting to that. It doesn’t necessarily mean inflation, it doesn’t necessarily mean crowding out private borrowers.
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.
Policy support and post-COVID growth expectations have been the key drivers of equity market performance for months.
Chips with everything
What happens to long-term yields is hugely important to fixed income investors, asset-liability managers and asset valuations in general.
Sol y Viento
Oil prices have risen significantly over the last year but only after collapsing in the first quarter of 2020.
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.