Bank of England is set to start monetary easing cycle
Amongst the advanced economies, the U.K. has experienced one of the worst post-Covid inflation outbursts.
Read MoreECB reinforces the need for a nimble, data dependent monetary policy
Every summer, the European Central Bank (ECB) organizes a sought-after monetary policy forum in Sintra, Portugal. The event is one of the most important central banking
Read MoreGlobal outlook improvement is supported by stronger major economies
At the beginning of the year, strong headwinds set a pessimistic tone in outlining global growth expectations for 2024. The Bloomberg survey consensus is a usefu
Read MoreChina’s growth is gaining further momentum in 2024
Early in the year, China was one of the main reasons for relatively tepid global growth projections for 2024.
Read MoreEM resiliency supports capital inflows
We started the year with a constructive view for emerging markets (EM) in 2024. The US Federal Reserve’s (Fed)
Read MoreShift in US growth expectations signals a soft landing
The resilience of the US economy has driven a dramatic shift in its growth expectations. During the first half of last year, the outlook for 2024 reflected
Read MoreWhere is the USD going from here?
Few indicators convey as much information about global macro trends than the direction of currency fluctuations.
Read MoreIndia will achieve remarkable growth despite structural challenges
India is one of the fastest growing economies in the world, and rapidly transforming into an engine of global growth. During the 2000-2023,
Read MoreWhat to expect of the “last mile” of US inflation normalization?
Historically, particularly over the so-called “Great Moderation” period (1990-2019) dominated by positive growth and low inflation
Read MoreSoutheast-Asia adapts to the “next normal” in economic growth
In recent decades, Southeast Asia has been the most dynamic region in the world, showcasing the brightest economic growth performance.
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