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Inflation headaches and China challenges
Chris Hare, Senior European Economist, and Jorge Morgenstern, Senior LatAm Economist, look at how the latest inflation figures present contrasting outlooks for central banks in the UK, Europe and Lat…
Published on 2 years, 4 months ago
EM investor attitudes, the rise of the drones, central bank update
Murat Ulgen assesses the findings from our latest survey of EM investors, Davey Jose explains why the commercial and consumer drone market is poised for huge growth and we update on central bank move…
Published on 2 years, 4 months ago
China’s recovery, the Fed's outlook, dollar drivers
Jing Liu looks at how policymakers can boost confidence in China's recovery, Ryan Wang explains why the US rate hiking cycle is not yet over and Dominic Bunning outlines a framework for thinking abou…
Published on 2 years, 4 months ago
EM FX gets a dose of reality, Germany enters recession, Europe’s data surprises
Paul Mackel examines the prospects for emerging market currencies, Stefan Schilbe looks at what’s behind Germany’s underperformance and Liz Martins explains why the latest European economic data are …
Published on 2 years, 4 months ago
European hikes, US debt limit, China’s recovery
Simon Wells explains why we see even more ECB and UK rate rises this year, Ryan Wang looks at whether the US is any closer to reaching an agreement on its debt limit and Jing Liu examines whether Chi…
Published on 2 years, 5 months ago