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We estimate world GDP surpassed pre-pandemic levels in Q2. But in recent weeks surging cases of the Delta variant have added to concerns over the...
We see the strong pull back in long-term US yields since the peak of the reflation trade this year as an opportunity to enter new positions that...
The spread of the Delta coronavirus variant appears to have usurped inflation as the key concern. The Delta strain will lead to a bumpier and more...
Our analysis of key economic indicators suggests on balance the economy is in the mid-cycle phase of the business cycle. We believe the expansion has...
Our estimates suggest that house prices in advanced economies may be around 10% overvalued versus long-term trends, albeit with considerable...
Concerns within markets about the impact of the Delta variant on the economy is in our view warranted. We have long warned that vaccinations would be...
Although none of the big four central banks have started tapering their QE programmes yet, monetary aggregates are being pinched from different...
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