Economics

Hangin’ tough: a long-term look at EM fundamentals
Economics

Hangin’ tough: a long-term look at EM fundamentals

As a whole, major emerging markets (EMs) have become more resilient since the crises of the 1980s...

By Matthew Rodger

29 Jun 2023

3 min read

Dividing the cake: can you hear the price-wage echo?
James Carrick
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
USA: Still on track for recession?
Tim Drayson
Economics

USA: Still on track for recession?

We are approaching the point we have been expecting a US recession to begin. While so far this ha...
By Tim Drayson
16 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
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

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