Southeast Asia is unlikely to return to pre-pandemic growth in 2023
Before the Covid-pandemic, Southeast Asia was one of the most dynamic regions in the world with the highest growth outlook.
Read MoreWhat to expect of the EUR going forward?
The Euro (EUR) has appreciated significantly against the US Dollar (USD) since September
Read MoreChina’s recovery was strong but uncertainty remains for 2024
Early in the year, China was one of the main reasons for our higher than consensus view on global growth for 2023.
Read MoreGlobal trade is set to recover in the coming months
International trade is a key indicator of the dynamism of the global economy. Trade data reflects, like few other indicators,
Read MoreGlobal growth resilient with little room for positive surprises
Early in the year, negative narratives from investors and analysts dominated the global macro agenda.
Read MoreWhere is the US Federal Reserve heading?
The US Federal Reserve (Fed) has been on the move to revert a decade-long approach of ultra-easy monetary policy
Read MoreThe European Central Bank sets the stage for additional tightening
The European Central bank raised its policy interest rates once again in June, reaffirming its most aggressive tightening cycle on record in its efforts to return inflation to the target of 2%
Read MoreCommodity prices point to a challenging global macro environment
Commodity markets have been particularly volatile since early 2020. The negative demand shock from the Covid-19
Read MoreWhy is global capital returning to EM?
Despite a challenging global macro environment, driven by factors such as high inflation, tighter monetary conditions, and geopolitical frictions,
Read MoreWhat to expect from the BoJ’s new monetary policy approach?
One of today’s biggest macro-economic challenges for policy makers and central bankers on a global level is to combat rising inflation.
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