Opinions

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

James Smith reflects on the year so far

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

Europe is right to push aviation towards SAF, but current efforts to scale production are not yet enough

Poland’s 1000-page energy plan: big ambition, challenging to deliver

Opinion by Leszek Kasek and Rafal Benecki

1 July

Poland’s 1000-page energy plan: big ambition, challenging to deliver

The Polish government's energy plan includes an ambitious decarbonisation path but implementation risks remain

Here's why Colombia does not need to hike rates

Opinion by Padhraic Garvey, CFA

30 June

Here's why Colombia does not need to hike rates

Opinion by James Smith

19 June

THINK Ahead: The case for rate cuts

Why we don’t think the Fed will hike rates

Opinion by James Knightley

19 June

Why we don’t think the Fed will hike rates

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Most read Opinions

Opinion by James Smith

19 June

THINK Ahead: The case for rate cuts

James Smith's guide to the week ahead

Opinion by James Knightley

19 June

Why we don’t think the Fed will hike rates

Policymakers are likely to hold rates steady for a prolonged period, perhaps until the summer of 2027

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

Opinion by James Smith

10 July

THINK Ahead: How our 2026 predictions have aged

Opinion by Gerben Hieminga and Rico Luman

6 July

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

Opinion by Leszek Kasek and Rafal Benecki

1 July

Poland’s 1000-page energy plan: big ambition, challenging to deliver

Opinion by Padhraic Garvey, CFA

30 June

Here's why Colombia does not need to hike rates

Most read authors

Padhraic Garvey, CFA

Opinion by Padhraic Garvey, CFA

10 July

Assessing rate hike pressures for Japan and South Korea

Opinion by Padhraic Garvey, CFA

30 June

Here's why Colombia does not need to hike rates

Opinion by Padhraic Garvey, CFA

19 May

US Treasuries losing the control they had

More by Padhraic Garvey, CFA

James Smith

Opinion by James Smith

19 June

THINK Ahead: The case for rate cuts

Opinion by James Smith

5 June

THINK Ahead: Why an AI bust wouldn’t stop at tech

Opinion by James Smith

22 May

THINK Ahead: Inflation’s second wave – is history really repeating itself?

More by James Smith

James Knightley

Opinion by James Knightley

19 June

Why we don’t think the Fed will hike rates

More by James Knightley