Economics
US: Updating our Forecast as the Covid-19 Outbreak Matures
Different ways to think about the contraction and the long road to recovery
4 min read | May 2020
Focused Thinking
Focused Thinking
Economics
Different ways to think about the contraction and the long road to recovery
4 min read | May 2020
Economics
Basic strategy likely to involve shift to sectors with high intrinsic growth rate (alpha)
3 min read | April 2020
Economics
Damocles is based on a noise-to-signals approach in which we use eight key indicators to predict currency crises in 30 emerging market (EM) countries; this approach has correctly predicted 67% of the 54 crises since 1996.
2 min read | April 2020
Economics
In this episode of our Fireside podcast series Jordan Rochester and our Chief China Economist Ting Lu discuss the outlook for China.
24 min podcast | April 2020
Economics
Our Chief Euro Area Economist George Buckley and FX Strategist Jordan Rochester discuss what the future holds for Europe under lockdown.
19 min podcast | April 2020
Economics
Our weekly update on the global economic impact Covid-19 has had on GDP, and provide their base, good and bad scenarios.
3 min read | April 2020
Central Banks
Japan's senior society facing severe economic cycle
3 min read | March 2020
Economics
Attention is focusing on the global IT cycle following the launch of commercial 5G services. Global semiconductor sales bottomed out in 2019 H1 and recovered in the summer.
4 min read | February 2020
Central Banks
Extending a long expansion
3 min read | February 2020
Economics
The top market moving events that should be on your radar. Including the US Presidential election, trade talks, rate cuts & QE, Brexit and budgets, and green shoots in market survey data.
5 min video | January 2020
Central Banks
New year, new decade, new risks?
2 min read | January 2020
Central Banks
Global growth appears set to bottom out. However, we expect 2020 to be a year of global growth consolidation than a full-fledged recovery.
17 min video | January 2020
Central Banks
How will the UK fair amongst some Brexit clarity, will 2020 be the year of recovery?
1 min read | January 2020
Central Banks
Will this New Year mean a New Brexit?
2 min video | January 2020