Group Research


EM volatile amid sharp sentiment swings

Early this year, despite having highlighted a bleak picture for global growth and the persistence of political risks, we pointed...

Read More

US leading indicators are flashing warning signs

US economic growth has been robust in recent quarters, supporting global demand through a period of weakness associated with...

Read More

ECB must do more in September to stave off weak economic growth

Last week we highlighted divergent economic performance across the Euro area. Our conclusion was that “This divergence in performance...

Read More

Divergent economic performance across the Euro area causes problems

Euro area real GDP growth has fallen to just 1.1% y/y in Q2 2019, the slowest pace of expansion since...

Read More

US Fed’s “hawkish cut” offset by heightened trade tensions

Bond markets were particularly volatile in recent days. In fact, over the 72 hour period from July 30th to...

Read More