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Global Macro Research12 min Read

How will the presidential election result affect emerging markets?

A look at how election results will have major implications for the emerging market outlook, affecting both the future economic backdrop and geopolitical landscape.

How will the presidential election result affect emerging markets?
Global Macro Research31 min Listen

How to fund our future infrastructure needs - with Bridget Rosewell

Discover how climate change, technological progress, and geopolitics are reshaping infrastructure needs. Join Paul Diggle and Bridget Rosewell for an insightful discussion.

How to fund our future infrastructure needs - with Bridget Rosewell
Global Macro Research33 min Listen

Is the Fed behind the curve? Is the Bank of Japan dangerously ahead of the curve?

Macro Bytes returns after a summer break to discuss why the ‘Sahm rule’ isn’t a rule, why inflation has been more volatile and how what happens in Japan matters to global markets.

Is the Fed behind the curve? Is the Bank of Japan dangerously ahead of the curve?
Global Macro Research1 min Read

What does Bank of Japan tapering mean for markets?

The rapid depreciation of the Japanese yen has moderated, but policymakers still face difficult choices. The BoJ will publish its plan for tapering bond purchases at the end of July. Tapering may lead to higher bond yields and some support for the currency. But we think large international spillovers will be minimised by tightening cautiously.

What does Bank of Japan tapering mean for markets?
Global Macro Research8 min Read

Five questions on US recession risks

A soft landing is still the most likely destination for the US economy. But, with policy more clearly weighing on growth, we are increasing our recession probability.

Five questions on US recession risks
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