Americas (12)

Growing pains, roaring 20s, or stagflation? Revisiting our scenarios
Investment strategy

Growing pains, roaring 20s, or stagflation? Revisiting our scenarios

With inflation continuing to rise and central banks beginning to act , we update our macro scenar...

By Christopher Teschmacher

19 Nov 2021

4 min read

US authorities: The post-pandemic playbook
John Roe
Economics

US authorities: The post-pandemic playbook

The US authorities will need a careful fiscal and monetary policy mix alongside macroprudential...
By John Roe
13 Apr 2021
5 min read
Don't fight the Fed
Christopher Jeffery
Economics

Don't fight the Fed

The fiscal and monetary response to the COVID-19 pandemic has been fast and furious. Nowhere has...
By Christopher Jeffery
31 Mar 2020
4 min read
Taking a close up look at the Argentina crisis.
Tim Drayson
Economics

Taking a close up look at the Argentina crisis.

Taking a closer look at the crisis in Argentina.
By Tim Drayson
17 Jan 2020
3 min read
Consumer of last resort
Economics

Consumer of last resort

Amid all the global economic and  market uncertainty , conviction about the macro outlook is low....

By Tim Drayson

06 Feb 2019

3 min read

Argentina: in economic quicksand
Magdalena Polan
Economics

Argentina: in economic quicksand

Last year's market darling, Argentina, now finds itself in a vicious cycle of a weakening currenc...
By Magdalena Polan
18 Sep 2018
5 min read
Horchata
Lars Kreckel
Economics

Horchata

In a raging bull market there is always the temptation to buy the laggards in the hope of juicy...
By Lars Kreckel
15 Mar 2018
3 min read
Phenomenal
Tim Drayson
Economics

Phenomenal

President Trump has said his tax plan is ‘phenomenal’. We agree, but only due to the exceptional...
By Tim Drayson
20 Feb 2017
3 min read