There have been long, multi-year cycles in the US dollar over the last 50 years, often linked to divergent monetary policies or structural...

The transition to a greener economy through changes in government climate policy, technology, investment, and consumer preferences will fuel huge...

Despite Covid cases rising globally, upside risks to our already relatively optimistic baseline are material. The main risk stems from the...

Rising raw materials prices, supply-chain disruptions, and surging shipping costs are raising expenses for producers, boosting near-term global...

Could fiscal stimulus lead to economic overheating? Our assessment suggests that while that’s a risk, it’s not a foregone conclusion, even with...

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

Following the terrible disappointment of the last decade, the era of lows – low GDP growth, inflation, real interest rates, asset returns, and...

2021 looks to be the year hybrid and electric vehicles, or xEVs, break into themainstream. We project global xEV sales as a share of total new...

A rise in government bond yields – still only just returning to around pre pandemic lows – is not by itself a cause for concern. Rather, it’s the...

The current market sell-off should be contained with a strong verbal reiteration of existing forward guidance from central bankers in the coming...