172 insights found
The world’s factory in COVID-19: Can China secure its supply chain kingdom?
The Chinese economy has faced dramatic challenges over the past two years. The US/China trade war and the COVID-19 pandemic have delivered short-term shocks and left lingering long-term questions una ...
Preserving “Made in China” in deglobalisation
Locking in supply chains requires continued reforms and opening up
US presidential election preview: You’re fired?
Outlook for the 2020 vote, and the potential economic and market consequences
July Investment Strategy - And after the summer?
Europe has been enjoying a rare moment of outperformance recently.
Natural language processing – a new tool to decode the Fed
What is natural language processing, and how can we use it to analyse FOMC minutes and the Beige Book?
COVID-19 update: A disinflationary shock - Part 2
Longer-term inflation drivers: Government debt financing and institutional change
COVID-19 update: A disinflationary shock - Part 1
Sifting through the inflation debate: Price dispersal, complexities and a system-wide approach
Covid-19 Update – Judging international stimulus policy reactions to the Covid 19 shock
June investment strategy - The virus has not gone away
A genuine gap is emerging between the US and Europe on the pandemic front