The UK 'Truss shock' provides insight into the growing risks of the unsustainable US fiscal path causing a global financial shock
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Beyond managing exposures to geopolitical shocks, firms, investors, and governments need to position for structural geopolitical shifts
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The spillovers from China’s growth model will create stresses across the global economy, with economic and geopolitical implications
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Insights on global economic and geopolitical developments
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Structural drivers of higher inflation will be offset by strengthening productivity growth, but with significant variation across economies
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Insights on global economic and geopolitical developments
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History shows that big power geopolitical rivalry shapes fiscal and monetary policy: expect more expansive macro policy
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Insights on five global developments that matter this week
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Four 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
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Insights on five global developments that matter this week.
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The US Presidential election is the single biggest political risk of 2024; and firms, investors, & governments need to position for the consequences
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Insights on five things that matter this week
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Thoughts on wild cards and risks not to worry too much about in what is likely to be another year of economic & political turbulence ahead.
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Insights on five things that matter this week.
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After a turbulent economic & geopolitical year, intense competition within and between economies will become even more pronounced in 2024.
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Insights on five things that matter this week.
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China’s new (old) mercantilist growth model will lead to economic and geopolitical pressures around the world. War by other means.
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Insights on five things that matter this week.
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Tight labour markets across the global economy will intensify – with implications from wages & inflation to geopolitics & global economic geography
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Insights on five things that matter this week
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