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…
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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…
There is a risk now that the escalation of the Russia-Ukraine conflict will push oil past $100/barrel. It could be argued that any conflict would be negative for global growth…
The RoMac Whole House Commodity Index jumped again in mid-February by 7.5% m/m to $64,079, a new record. The spread of price pressures beyond lumber is indicative of the supply…
