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Emerging Markets’ reputations for delivering on fiscal commitments has never been so important as it is now, given the need for medium-term...
A year ago, the US economy plunged into the deepest and fastest economic contraction since WWII. This year, improving health conditions, expanding...
To slow the rise in bond yields and tamp down on accelerated expectations for an increase in official interest rates, we think Fed officials will...
The current market sell-off should be contained with a strong verbal reiteration of existing forward guidance from central bankers in the coming...
Inflation is picking up across advanced economies (AEs) and emerging markets (EMs), but the data suggests this will again prove temporary. We see no...
Our US Recovery Tracker rose 1.2ppts to 81.9 in the week ended Feb. 12 – its highest level since October. Improving health dynamics remained central...
Headline labour market indicators continue to outperform our expectations,with the recoveries in employment growth and participation ahead of...
The US Recovery Tracker fell 0.6ppts in late October, a third successive drop to the lowest level in 10 weeks. A dangerous cocktail of surging virus...
Our Fixed Income Focus looks at how post-election volatility has left yields lower and stocks higher. As the reflation trade unwound, the Treasury...
Although the US election results have not triggered a significant change to our assessment of the US or global economic outlook for 2021, double dips...
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