The two speeches by Mark Carney and Isabel Schnabel this month may turn out to mark a pivotal turning point in markets. The narrative that real rates may shift upwards…
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Alongside a potential bifurcation of US and China poles, the fight to achieve net zero emissions by 2050 will still constitute the overarching investment principle driving capital allocation and global…
There are two takeaways from the March Business Inflation Expectations survey: 1) business inflation expectations for firms in the Sixth District accelerated again in March (i.e., no sign of a…
Shenzhen, a city of 17.5 million people, has been put on lockdown for at least six days to curb a Covid outbreak, with factories in the tech and manufacturing hub…
Monetary policy appears to have exhausted itself: the EU is now considering ‘massive’ bond issuance to finance energy and defence spending. Governments in the EU and UK are going to…
