Economics

Dividing the cake: can you hear the price-wage echo?
Economics

Dividing the cake: can you hear the price-wage echo?

Firms and workers are fighting over a bigger share of the cake. The problem is the cake is too bi...

By James Carrick

23 May 2023

3 min read

A damsel in bank stress
Rameet Gulsin
Economics

A damsel in bank stress

Our US bank stress index is on the rise. We're not quite at global financial crisis levels, but...
By Rameet Gulsin
03 Apr 2023
3 min read
Inflation: does the ECB still have credibility?
Simon Bell
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
Silicon Valley Bank – systemic risk or a storm in a teacup?
Economics

Silicon Valley Bank – systemic risk or a storm in a teacup?

The collapse of Silicon Valley Bank last week sent ripples through bond and equity markets. But, ...
By Christopher TeschmacherChris Franklin
14 Mar 2023
4 min read
Europe’s one-two punch
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
Manufacturing wealth: is India the new China?
Erik Lueth
Economics

Manufacturing wealth: is India the new China?

In the first of a series of blogs considering the economic prospects for the South Asian giant, w...
By Erik Lueth
09 Feb 2023
4 min read
Signposts for a soft US landing
Tim Drayson
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