Economics

Emerging markets, leftist Latin Americans, and the next taper tantrum
Economics

Emerging markets, leftist Latin Americans, and the next taper tantrum

Emerging markets (EMs) hate a taper tantrum, but the Federal Reserve (Fed) has been telegraphing...

By Matthew Rodger

16 Sep 2021

3 min read

What three worries?
Tim Drayson
Economics

What three worries?

Our biggest fears about the current economic outlook.
By Tim Drayson
01 Sep 2021
2 min read
Monetary Policy Report: tending to the patient?
Economics

Monetary Policy Report: tending to the patient?

Key takeaways from the latest Bank of England announcements, and what they mean for investors  
By Mitul PatelSafwan Mir
12 Aug 2021
4 min read
Assessing the cycle beyond Delta
Tim Drayson
Economics

Assessing the cycle beyond Delta

The US economic cycle is progressing rapidly but, despite the recent surge in inflation and...
By Tim Drayson
10 Aug 2021
3 min read
The ECB and inflation: Much Ado About Nothing
Economics

The ECB and inflation: Much Ado About Nothing

Has the European Central Bank (ECB) changed the entrenched low inflation expectations that have...

By Christopher Jeffery

14 Jul 2021

4 min read

A CE3 view
Willem Klijnstra
Economics

A CE3 view

Could central banks’ decisions in Central Europe provide a template for larger markets?  
By Willem Klijnstra
12 Jul 2021
3 min read
Sneak Peek at Earnings
Lars Kreckel
Economics

Sneak Peek at Earnings

It’s still a few weeks until the Q2 earnings season, but early indications are promising mainly...
By Lars Kreckel
05 Jul 2021
1 min read
The difference between Xi’s China and Tsarist Russia
Erik Lueth
Economics

The difference between Xi’s China and Tsarist Russia

In this blog, we tackle some misconceptions about inequality in China and what it means for...
By Erik Lueth
05 Jul 2021
2 min read