What next after the TRY 10% air-pocket?
Global Flow Update—Nov
Deteriorating EU/UK relations could lead to a No Deal Brexit after all
Global central bank balance sheet update—Nov 21
Do profit and loss considerations constrain Eurozone monetary policy?
Global inflation update—Nov 2021
The Bank of England isn't the only central bank with communication problems. This matters, big time.
The global tightening cycle may well expose central banks to macro relevant losses on the large-scale asset purchases pursued through the pandemic. Thi…
Tracking the winners from the United States' surge in household wealth
Heading for liftoff
Harnessing macro data and market commentary to support investment and policy decisions
Household net worth in the United States has increased USD25 trillion since end-2019, or nearly 115% of GDP