A roaring '20s will require a much stronger economic recovery from Covid than from the global financial crisis. What are the chances?
Read MoreThe UK 'Truss shock' provides insight into the growing risks of the unsustainable US fiscal path causing a global financial shock
Read MoreBeyond managing exposures to geopolitical shocks, firms, investors, and governments need to position for structural geopolitical shifts
Read MoreThe spillovers from China’s growth model will create stresses across the global economy, with economic and geopolitical implications
Read MoreInsights on global economic and geopolitical developments
Read MoreStructural drivers of higher inflation will be offset by strengthening productivity growth, but with significant variation across economies
Read MoreInsights on global economic and geopolitical developments
Read MoreHistory shows that big power geopolitical rivalry shapes fiscal and monetary policy: expect more expansive macro policy
Read MoreInsights on five global developments that matter this week
Read MoreFour years on from the arrival of the pandemic, 2024 may be the first post-Covid year in which economies are operating in a (new) normal environment
Read MoreInsights on five global developments that matter this week.
Read MoreThe US Presidential election is the single biggest political risk of 2024; and firms, investors, & governments need to position for the consequences
Read MoreInsights on five things that matter this week
Read MoreThoughts on wild cards and risks not to worry too much about in what is likely to be another year of economic & political turbulence ahead.
Read MoreInsights on five things that matter this week.
Read MoreAfter a turbulent economic & geopolitical year, intense competition within and between economies will become even more pronounced in 2024.
Read MoreInsights on five things that matter this week.
Read MoreChina’s new (old) mercantilist growth model will lead to economic and geopolitical pressures around the world. War by other means.
Read MoreInsights on five things that matter this week.
Read MoreTight labour markets across the global economy will intensify – with implications from wages & inflation to geopolitics & global economic geography
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