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Global Macro Research27 min Listen

Macro Bytes: Why are emerging markets cutting interest rates?

Paul Diggle speaks to Bob Gilhooly, senior EM economist, and Michael Langham, EM analyst, about the economic outlook across the emerging markets.

Macro Bytes: Why are emerging markets cutting interest rates?
Global Macro Research1 min Read

The future of US dollar hegemony

Dissatisfaction with the USD may be on the rise in some parts of the world, but an alternative looks unlikely to emerge any time soon.

The future of US dollar hegemony
Global Macro Research1 min Read

Seeing the macro view for microchips

A look at the five long-term structural themes that we believe will affect the microchip industry.

Seeing the macro view for microchips
Global Macro Research23 min Listen

Macro Bytes: Chip Wars - The geopolitics of microchips - with Chris Miller

Podcast with Chris Miller author of Chip Wars on the fight for the world’s most critical technology semiconductors.

Macro Bytes: Chip Wars - The geopolitics of microchips - with Chris Miller
Global Macro Research5 min Read

The Asian century? It’s only just begun.

Asia’s future looks bright. We set out 5 fundamental reasons why we believe Emerging Asia is set to deliver economic outperformance up to 2050 and beyond.

The Asian century? It’s only just begun.
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