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Blog
3 min read
China walks a familiar tightrope as it targets recovery
While most other major economies are moving to tighten, the construction-fueled stimulus that Beijing has sought to avoid is suddenly back on the cards.
Blog
3 min read
Fed turns from friend to foe
Pace and extent of tightening cycle depends on the inflation dynamics and the terminal level of real rates the economy and markets can digest.
Article
4 min read
Catch-2022 policy dilemma hits markets
Central bank policy stance and geopolitical risks put pressure on markets.
Blog
1 min read
Chart Room: QE expectations vs. reality, market moves
Market expectations of future asset purchases by the Fed have an even greater influence than the purchases themselves.
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