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Luke Bartholomew, Senior Economist, discusses the tragic events in the Middle East and the recent bond-market selloff. He also provides a roundup of regional economic developments.
We retain the view that a pan-EM easing cycle is unlikely to occur in 2023, but more emerging markets will begin cautious monetary easing as economic weakness and receding inflation create scope for such moves.
Alex Popa, Lizzy Galbraith and Jeremy Lawson guide you through the latest findings of our Global Macro ESG Index – now with a new conflict risk assessment. Read on to find out more….
As underlying inflation readings continue to surprise to the upside few central bankers are patient enough to allow the long and variable lags of monetary policy.
Paul Lukaszewski and Robert Gilhooly analyse recent regulatory changes in China.