Latest insights

19 January 2022 2 mins

The week in markets - 19 January 2022

Welcome to the weekly macroeconomic round-up, where we spotlight a few of the most significant events in the last few weeks. China’s economy grows by fastest pace in a decade but momentum is slowing The Chinese economy rebounded in 2021, growing by 8.1% over the year and clocking...

Read more >
14 January 2022 < 1 min

Six minute strategy: The central bankers dilemma

The US Federal Reserve received an unwelcomed new year’s present last night with a US CPI reading of 7% - an inflation rate that we haven’t seen since the early 1980s. At just 1.4% a year ago, this is an extraordinary explosion of pricing pressure, which firmly moves...

Watch video >
12 January 2022 5 mins

Will fortune favour the cautious?

2021 was a year of unexpectedly strong recoveries. The IMF, for example, in its October 2020 outlook, pencilled in US GDP growth of 3.1% for 2021 – by last quarter that had almost doubled to a red hot 6% (with similar upgrades across much of the developed world)....

Read more >
12 January 2022 3 mins

The week in markets - 12 January 2022

Welcome to the first weekly macroeconomic round-up of the new year, where we spotlight a few of the most significant events in the last few weeks. The latest (December 2021) minutes from the Federal Open Markets Committee emphasise the need for imminent policy tightening, including tapering to reverse...

Read more >