Americas (12)
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...
19 Nov 2021
4 min read
The US authorities will need a careful fiscal and monetary policy mix alongside macroprudential...
The fiscal and monetary response to the COVID-19 pandemic has been fast and furious. Nowhere has...
Taking a closer look at the crisis in Argentina.
Economics
Consumer of last resort
Amid all the global economic and market uncertainty , conviction about the macro outlook is low....
06 Feb 2019
3 min read
Last year's market darling, Argentina, now finds itself in a vicious cycle of a weakening currenc...
President Trump has said his tax plan is ‘phenomenal’. We agree, but only due to the exceptional...
