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We expect Latin America to return to low trend growth in 2022, as policysupport is withdrawn and the easy gains from the reopening fade.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...

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....

Concerns have risen about financial market risks, centring around elevated asset valuations and high corporate debt. A lack of corporate distress...

While we don’t expect the looming announcement of QE tapering by the US Fed to trigger a sharp rise in US yields a la 2013’s ‘taper tantrum’, it...

Business failures in Japan have been stemmed thanks to massive government and bank liquidity support. However, there’s mounting concern regarding...