Inflation is shaped by political dynamics as much as economic factors, suggesting that inflation is more of a medium-term risk.
Read More
The strength of the global recovery process varies around the world, but small advanced economies suggest that the global economy is in good shape.
Read More
Military spending is rising, but increasingly big power competition will involve economics & technology. Countries & firms need to position for this context.
Read More
The global economic outlook is as strong as it has been for a long time. But work is needed to ensure that the benefits are broadly shared.
Read More
From the grounding of the Ever Given in the Suez Canal to managing Coronavirus and vaccines, recent events show that scale is not always a good thing.
Read More
The political rupture reflected in Brexit and Trump continues to play out, now in macro policy and beyond. This policy regime change will have major consequences.
Read More
The countries that are currently seen as the best performers in managing Covid may have faded by year end. Expect more surprises in 2021.
Read More
From Italy to the US, large economies are adopting elements of the small economy policy playbook to manage economic and political pressures.
Read More
Variation in the speed of vaccinations provides insight into the shape of the immediate economic recovery as well as the medium-term outlook.
Read More
Managing economic & political relationships with China is increasingly challenging for advanced economies around the world.
Read More
The storming of Capitol Hill this week reflects deep divisions in the US, with implications for the US and the world.
Read More
From climate change and geopolitics to new growth models, 2021 will see widespread public and private sector innovation.
Read More
The small economy experience provides some support for the growing confidence of markets in the global economic outlook.
Read More
The disruptive economic shock of Covid-19 could usher in a period of stronger productivity growth rates.
Read More
Political institutions are in a weakened state around the world, but small advanced economies have an edge
Read More
Hong Kong provides a stark picture of changing globalisation, and lessons on how (not) to respond.
Read More
Covid-19 will shape the medium-term economic outlook across economies, and the most effective growth models.
Read More
Bond market vigilantes may have disappeared, but fiscal policy choices remain important
Read More
Beyond the macro shock, Covid-19 will also transform firm, sector, & labour market dynamics.
Read More