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ECB: Too much too soon could be a riskier strategy
The European Central Bank lays out its tightening path.
Now and zen: Japan’s quiet rise
Inflation may be a scourge elsewhere, but Japan is unruffled. Instead, the world’s third-largest economy is showcasing its appeal to investors.
Chart Room: Pole position for China’s electric autos
Despite rising materials costs, supply bottlenecks, and cloudy global macro conditions, China’s electric vehicle sector still looks charged for growth.
ECB faces huge dilemma as Russian invasion of Ukraine unfolds
The ECB’s accelerated reduction in asset purchases came as a surprise. There may be more changes to come.
Cautious positioning required as Ukraine escalation adds to stagflationary risks
The overnight escalation of the Russia-Ukraine crisis is a worrying development with serious macro and market implications.
ECB joins the hawkish bandwagon
Hawkish pivot gives the Governing Council more policy flexibility.
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.
Macro view 2021: Debt, the elephant in the room
As policymakers and investors grapple with their new reality, the elephant in the room they’ll have to confront will be how to manage the heavy public debt.
Mapping US election tail risks: a framework-based approach
Mapping US election tail risks: a framework-based approach
Near-zero rates expected through 2023 amid Fed concern about the economy
Fed offers forward guidance following shift in inflation targeting framework.
FLI: An 'uneasy' economic stabilisation ahead
The FLI suggests that even with the impending tariff escalation, we are far from a global recession
Why the Fed pivoted and what happens next
The Fed's dovish tone might not last for long.
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