220 insights found

Research & Investment Strategy

US presidential election preview: You’re fired?

Outlook for the 2020 vote, and the potential economic and market consequences

Research & Investment Strategy

July Investment Strategy - And after the summer?

Europe has been enjoying a rare moment of outperformance recently.

Research & Investment Strategy

Natural language processing – a new tool to decode the Fed

What is natural language processing, and how can we use it to analyse FOMC minutes and the Beige Book?

Research & Investment Strategy

COVID-19 update: A disinflationary shock - Part 2

Longer-term inflation drivers: Government debt financing and institutional change

Research & Investment Strategy

COVID-19 update: A disinflationary shock - Part 1

Sifting through the inflation debate: Price dispersal, complexities and a system-wide approach

Research & Investment Strategy

Covid-19 Update – Judging international stimulus policy reactions to the Covid 19 shock

Research & Investment Strategy

June investment strategy - The virus has not gone away

A genuine gap is emerging between the US and Europe on the pandemic front

Research & Investment Strategy

COVID-19 update: Euro area policy response

The flexibility and proactivity of the European Central Bank (ECB) since the beginning of the COVID-19 crisis has been a positive surprise

Research & Investment Strategy

Japan’s COVID-19 response: Crisis met with strong economic package, but is it enough?