Adam Slater

Recent Posts

Emerging market currencies tend to move with the economic cycle. Consequently, after losing ground in 2020, they have recently shown signs of...

Market nervousness about inflation has increased in recent weeks, in part due to strong monetary growth in the major economies. While we still...

The coronavirus is set to have a very large short-term negative impact on world growth. But the medium-term growth outlook is more uncertain. Much...

Global commercial property prices are down around 6% y/y so far this year and the slide in prices could extend considerably further. A...

Global monetary growth has been its fastest for decades over recent months, but we continue to believe inflation risks are lower than many think....

Which is the bigger risk in the wake of the coronavirus crisis: inflation or deflation? While some observers have recently argued that high...

Our long-term forecasts point to a subdued outlook for world growth. Weexpect global GDP to rise by 2.7% per year in the next decade, little...