High-wire act: Is it possible to quell inflation and to avoid a recession?
market snapshot
The recession party: should you stay or should you go?
Fiorino
Markets hit by ‘higher for longer’ rate expectations
market snapshot
At the crossroads
Market snapshot
Euro-denominated short duration – only upside from here?
Chartology
Beijing faces limited options to tackle economic woes
A fixed income perspective
Outlook for China: When one door opens…
Fast reading: The abandoning of China’s strict zero-Covid policy late last year and the announcement of a range of stimulus measures should drive a resurgence in outbound travel, an easing of global supply-chain pressures, and an increase in growth both domestically and more widely. Owing to its size and rapid development, China had been a major […]
Economies recover against backdrop of growing confidence
market snapshot
Ahead of the Curve, Q1 2023
Fast reading: In our baseline scenario, global growth will continue to slow in 2023, reflecting a continuation of the themes that dominated 2022. Inflation has moderated but is still running at elevated levels, significantly eroding real disposable incomes. More importantly, the sharp tightening of monetary policy that major central banks (the Federal Reserve notably) implemented […]
Direction of rates hangs over equities rebound
Market snapshot
