Central banks (164)

Pain delayed, not averted
Markets and economics

Pain delayed, not averted

Unsustainable US fiscal support and a favourable reversal of supply shocks have led to increased...

By Tim Drayson

11 Dec 2023

3 min read

What next? Skirting risks, harvesting yields
Sonja Laud
ESG and long-term themes

What next? Skirting risks, harvesting yields

As inflation and growth dynamics vie with political risk for investor attention next year, we...
By Sonja Laud
07 Dec 2023
3 min read
Friend-shoring: from buzzword to breakthrough
Matthew Rodger
Markets and economics

Friend-shoring: from buzzword to breakthrough

Friend-shoring is real, but we need to distinguish myth from reality.
By Matthew Rodger
29 Nov 2023
3 min read
Podcast: US CPI, oil and the ‘Magnificent Seven’ – Market Talk
LGIM
Markets and economics

Podcast: US CPI, oil and the ‘Magnificent Seven’ – Market Talk

In this episode Ben Bennett, Investment Strategist APAC, walks us through a raft of global econom...
By LGIM
16 Nov 2023
1 min read
The beginning of the end for the unstoppable US economy?
Markets and economics

The beginning of the end for the unstoppable US economy?

On the face of it, the latest round of US economic data points to continued strength. But we...

By Willem Klijnstra

07 Nov 2023

3 min read

Chart of the month: US rates – how insensitive is insensitive?
Christopher Teschmacher
Markets and economics

Chart of the month: US rates – how insensitive is insensitive?

We've made the case for some time that the US would be likely to be less sensitive to interest...
By Christopher Teschmacher
01 Nov 2023
1 min read
Down but not out: the ECB and the euro corporate bond market
Kristian Drew
Fixed income

Down but not out: the ECB and the euro corporate bond market

How significant could the ECB's winding down of its euro corporate bond purchases be on the overa...
By Kristian Drew
27 Oct 2023
3 min read
How OpenAI added a splash of colour to the Beige Book
Rameet Gulsin
Economics

How OpenAI added a splash of colour to the Beige Book

Artificial intelligence (AI) offers wide-ranging potential for efficiency gains for economists,...
By Rameet Gulsin
25 Oct 2023
3 min read