Opinions

Opinion by James Smith
Yesterday, 11:32

THINK Ahead: This is what’s really keeping central banks up at night

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THINK Ahead: This is what’s really keeping central banks up at night
Record-low Rhine levels are another warning that supply chains must adapt
Opinion by Rico Luman
3 August

Record-low Rhine levels are another warning that supply chains must adapt

Record-low water levels on the Rhine is the latest reminder that climate change and geopolitics are reshaping global supply chains

THINK Ahead: Warsh wants a quieter Fed. The Bank of England shows how
Opinion by James Smith
31 July

THINK Ahead: Warsh wants a quieter Fed. The Bank of England shows how

James Smith's guide to the week ahead

THINK Ahead: How markets are right – and wrong – about rate hikes
Opinion by James Smith
24 July

THINK Ahead: How markets are right – and wrong – about rate hikes

James Smith's guide to the week ahead

Assessing rate hike pressures for Japan and South Korea
Opinion by Padhraic Garvey, CFA
10 July

Assessing rate hike pressures for Japan and South Korea

THINK Ahead: How our 2026 predictions have aged
Opinion by James Smith
10 July

THINK Ahead: How our 2026 predictions have aged

Europe’s push for sustainable aviation fuels needs more than mandates
Opinion by Gerben Hieminga and Rico Luman
6 July

Europe’s push for sustainable aviation fuels needs more than mandates

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Assessing rate hike pressures for Japan and South Korea
Opinion by Padhraic Garvey, CFA
10 July

Assessing rate hike pressures for Japan and South Korea

We target the BoJ to eventually get to 2%, while the BoK gets to 3.5%, with the latter more probable than the former

THINK Ahead: Warsh wants a quieter Fed. The Bank of England shows how
Opinion by James Smith
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THINK Ahead: Warsh wants a quieter Fed. The Bank of England shows how

James Smith's guide to the week ahead

Record-low Rhine levels are another warning that supply chains must adapt
Opinion by Rico Luman
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Record-low Rhine levels are another warning that supply chains must adapt

Record-low water levels on the Rhine is the latest reminder that climate change and geopolitics are reshaping global supply chains

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    THINK Ahead: How our 2026 predictions have aged

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    THINK Ahead: How markets are right – and wrong – about rate hikes

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    Yesterday, 11:32

    THINK Ahead: This is what’s really keeping central banks up at night

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Padhraic Garvey, CFA
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