Asia Ex-China - still slowing
The release of May Purchasing managers indices provides a helpful snapshot of where Asian economies stand following the sharp declines in April, which…
Stagflation - not coming to an economy near you
Some analysts suggest that the pandemic and lockdowns will lead to a return to stagflation, last seen in the 1970s and very early 1980s. We don’t…
June Economic Update: Hope returns despite the huge challenge ahead
The worst may be over for the global economy, but the recovery looks set to be slow and turbulent
As the dollar bear trend starts to gain momentum, questions will be asked about all those dollars hoarded in March - an exercise associated with an 8%…
With the easing of the lockdown measures, growth is picking up in the eurozone albeit very gradually. Additional fiscal stimulus is being put in place but…
Why we don't expect negative rates in the US... yet
Central and Eastern Europe: The worst seems to be behind us
China: Mixed messages from the central bank
A prescription for power – China's biotech boom and the new global…
G10 FX Talking: Dollar upside looks limited
FX Talking: Forecast table
Eurozone's periphery in peril
