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China After the Dividend
Will it overcome its demographic decline?
 • 
Sami Joseph Karam
2
What are Argie bonds worth now?
As the end-game approaches, another large haircut for bondholders looms
 • 
Chris Marsh
8
A changing reaction function?
A subtle shift in policy may be taking place inside the Bank of England
 • 
Chris Marsh
2
How China Realized a Demographic Dividend
China was ready for its historic opportunity.
 • 
Sami Joseph Karam
2
The most talked about Jackson Hole paper...
...asked whether monetary policy leaves permanent scars, via innovation, on activity
 • 
Jean-Laurent Cadorel
4
What does the ECB think right now?
When consensus building in policy risks surprising markets
 • 
Chris Marsh
1
August 2023
Will Argentina do it?
Searching for clues from the Convertibility Plan
 • 
Chris Marsh
2
The Rise & Fall of Foreign Direct Investment in China
FDI Flows to China Have Been Weakening Dramatically over the past 12-months. The Reasons Why May Tell Us a Lot About Whether 'De-risking' and…
 • 
Jens Nordvig
, 
Alex Etra
, and 
Martin Lynge Rasmussen
July 2023
How big are Bank of England QE losses?
APF losses may exceed GBP270bn over the 11 years with maybe GBP100bn of this due to secondary market sales
 • 
Chris Marsh
A June inflation surprise
United States' CPI surprised to the downside in June. But why?
 • 
Chris Marsh
Saudi Arabia's PIF and the new petrodollar recycling
The 2022 annual report for the Public Investment Fund provides some clues as to just where all the money went
 • 
Alex Etra
How did Italy repay the TLTRO?
June's repayment drew mainly on deposits, but also one week repos and some external liquidity
 • 
Chris Marsh
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