Group Research


Easing trade tensions may become a tailwind for the global economy

We have written extensively on the trade tensions and the US-China trade war in particular. Our optimism early last...

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Unpacking the US Federal Reserve balance sheet expansion

The US Federal Reserve (Fed) had a busy year in 2019. After a long and gradual process of monetary policy...

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Robust capital flows to Emerging Markets likely to continue in 2020

Capital flows to Emerging Markets (EM) have picked up in 2019, as we expected in May. The main driver...

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Fiscal policy should help the global economy out of the next recession

We expect a modest acceleration of global GDP growth to around 3.4% in 2020 to be driven by easier monetary...

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What does getting Brexit done really mean?

PM Johnson’s promise to “Get Brexit Done” was a powerful slogan for the election and gifted him a landslide...

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