Economics

Inflation: does the ECB still have credibility?
Economics

Inflation: does the ECB still have credibility?

Inflation pricing has moved above the European Central Bank’s target – what does this mean for th...

By Simon Bell

20 Mar 2023

4 min read

Potential growth, potential problems: how do the UK’s public finances stack up?
Economics

Potential growth, potential problems: how do the UK’s public finances stack up?

As Chancellor Jeremy Hunt prepares to deliver his first full budget, we take stock of the issues ...
By Hetal MehtaMitul Patel
10 Mar 2023
5 min read
Europe’s one-two punch
James Carrick
Economics

Europe’s one-two punch

Consensus is revising up European growth forecasts on cheaper energy but likely underestimating t...
By James Carrick
10 Mar 2023
3 min read
Is India the new China? Evidence on friend-shoring
Erik Lueth
Economics

Is India the new China? Evidence on friend-shoring

Global companies are increasingly weighing geopolitical risk as they invest in China. Does India...
By Erik Lueth
06 Mar 2023
5 min read
Signposts for a soft US landing
Economics

Signposts for a soft US landing

A recession next year is our base case for the world's largest economy. However, what indicators...

By Tim Drayson

31 Aug 2022

3 min read

Ukraine: Protracted war, economic turmoil
Matthew Rodger
Economics

Ukraine: Protracted war, economic turmoil

The war in Ukraine will impact geopolitical risks and commodity prices for as long as it continue...
By Matthew Rodger
24 Jun 2022
4 min read
Dealing with recession risk
Economics

Dealing with recession risk

Everyone's thinking about it, but no one wants to say it: recession. Here's our analysis of...
By Lars KreckelTim Drayson
07 Apr 2022
3 min read
US rates: Beyond neutral
Tim Drayson
Economics

US rates: Beyond neutral

Markets are embracing a faster pace of Federal Reserve (Fed) hikes, but we believe the unique US...
By Tim Drayson
28 Mar 2022
3 min read