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Our Watchlist 2022 looks at developments that could potentially become the main African themes of next year. We look at the potential of a unilateral...
Canada entered the pandemic with historically elevated household debt, and a C$193bn surge in mortgage borrowing during the pandemic has raised...
Ethiopia has declared a state of emergency as the government confronts an amalgamation of forces from the Tigray People's Liberation Front (TPLF) and...
It’s not runaway inflation, and it’s certainly not stagflation. In fact, the US economy is going through a bout of “M.E.S.S.I.” inflation dynamics –...
Necessity and opportunity allowed African issuers to expand their public debt positions markedly since the Covid-19 pandemic hit. The sharp...
While the potential collapse of Chinese property firm Evergrande matters, it doesn’t signal a ‘Lehman moment’ that might spark global financial...
We expect Latin America to return to low trend growth in 2022, as policysupport is withdrawn and the easy gains from the reopening fade. LatAm’s...
The Evergrande saga has shone a spotlight on the Chinese real estate sector. News that the company may miss loan repayments and have to restructure...
Powell’s speech did not materially alter the outlook for Fed policy, but it did clarify the distinction between the timing of tapering and rates...
Bank of England MPC member Gertjan Vlieghe recently highlighted how the UK’s growing wealth will continue to put a damper on gilt interest rates. Our...
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