Independent research into the global economy and key FX and interest rate markets in one place
Download publications with mid-term analyses. Ideal for teams involved in hedging financial market risks. Request a free trial period.
The world doesn’t seem to be able to defeat corona anytime soon, while the West faces a period of stagflation. In this climate, we think central banks are opting for the wrong approach.
This report will focus on whether or not the current deteriorating geopolitical relations will further jeopardise globalisation, and it will explore the impact of deglobalisation on the economy and markets.
Recent US economic data indicate that the damage to the US economy as a result of the delta variant has so far been relatively limited. This has helped the dollar, but will it stay that way?
Central bankers expect the rise in inflation to be temporary. Bond markets also appear to be discounting that inflation will fall to low levels and remain there. However, there are good reasons why inflation and economic growth will be under more upward pressure than bond investors are currently expecting…