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Shashank Manchanda
Blog 2 min read

Chart Room: Home is where the supply shortage is

Supply has never looked tighter in the US housing market. Construction backlogs persist and prices climb as homebuyers appear undeterred by looming rate hikes.

Shashank Manchanda + 2 others | 27 January 2022

Mo Ji
Blog 2 min read

Chart Room: Digging into China’s GDP growth

A sharp decline in excavator utilisation reflects China’s property-and-infrastructure-induced slowdown, but it also boosts the case for strong policy response.

Mo Ji + 3 others | 21 October 2021

Andrew McCaffery
Article 2 min read

The New Economic Order

We believe the Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks.

Andrew McCaffery + 3 others | 5 May 2020

Wen-Wen Lindroth
Blog 3 min read

Spiking US unemployment could unleash a cascade of systemic risks

The unprecedented rise in US unemployment has the potential to set off a chain of events that could destabilize already fragile markets.

Wen-Wen Lindroth | 8 April 2020

Anna Stupnytska
Blog 1 min read

Macro briefing: Heavyweight policies launched but more may be required

Macro briefing: Heavyweight policies launched but more may be required

Anna Stupnytska + 1 other | 26 March 2020

Anna Stupnytska
Blog 3 min read

Recession is here - how bad will it be?

Recession is here - how bad will it be?

Anna Stupnytska | 20 March 2020

Ian Samson
Blog 2 min read

Global GEAR suggests economy remains on weak footing

Our proprietary Gauges of Economic Activity in Real-Time (GEAR) is flat but there is plenty of divergence at the individual country level.

Ian Samson | 22 October 2019

Ian Samson
Blog 3 min read

FLI: Surprisingly upbeat into Q4

The Fidelity Leading Indicator (FLI) showed firm improvement in September

Ian Samson | 9 October 2019

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