Group Research


US and China are driving the global recovery with Europe lagging

The global manufacturing Purchasing Managers Index (PMI) rose to a ten-year high of 55.0 in March 2021, which indicates that...

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“Third wave” of new Covid-19 cases a threat for the global economy

Over the last few months, a decline of new Covid-19 cases and the beginning of mass immunization campaigns across several...

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China’s fast recovery allows for a gradual withdrawal of policy stimulus

China has been for years one of the main engines of growth for the global economy. In fact, China’s expansion...

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Further US fiscal stimulus will help drive the global economy

US President Joe Biden signed a new round of fiscal stimulus into law on the 11th March 2021. This latest...

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Is the US Federal Reserve going to tweak monetary policy to contain rising long-dated yields?

The US post-pandemic economic recovery is proving to be durable, lasting for several quarters and not showing any signs of...

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