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February Global Macro Monthly - Policy Rules and Monetary Tools
Key pointsUS growth exceptionalism persists and despite softer retail activity in January there are few signs of the slowdown we continue to expect.Activity has...
February Op-Ed - Exploring Exuberance
Key pointsUS growth continues to surprise to the upside and there might be something structural at play there.The Fed remains prudent on the timing and magnitud...
Take Two: Stocks hit record highs; Fed and ECB cautious of cutting rates prematurely
What do you need to know?Global markets notched up further gains over the past week, with US, European and Japanese indices hitting all-time highs. On Thursday...
Risk beats peak cash
Stock markets are hitting all-time highs. And why not? Interest rates don’t look to be going any higher and there is no recession on the cards, least of all i...
Pesky Data
The Fed favours the PCE over the CPI, but the latter’s January print strengthens the point that, at least in the US, the last mile of disinflation could be ar...
Take Two: US inflation eases; Japan falls into recession
What do you need to know?US annual inflation eased to 3.1% in January from 3.4% in December - higher than the 2.9% analysts were expecting, but still the lowest...
The push for clean infrastructure in Latin America offers promising opportunities for investment
Amid global climate commitments, Latin America may be a promising frontier for clean infrastructure investments.With Sweden targeting a 59% reduction in greenho...
Home and away
I have only lived and worked in two countries. The UK (home) and the US (away). Currently the fortunes of the two could not be more different. The US economy is...
Zoom on the Boom
Key points:We explore the possibility that the US strong productivity gains stem from a surge in Intellectual Property investment since the middle of the last d...
Take Two: OECD raises global growth forecast; S&P 500 hits 5,000
What do you need to know?The Organisation for Economic Co-operation and Development (OECD) hiked its 2024 global growth forecast to 2.9%, up from the 2.7% it fo...
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