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Fit for 55: A carbon pricing upheaval
Exploring ‘Fit for 55’ and challenges to the EU’s climate ambitions
July global Macro Monthly - Clouds darken Summer re-opening
COVID-19 again haunts markets – the delta strain gains.
July OpEd - Negative Delta
The “delta wave” is impairing the speed of the recovery.
Unpacking Made in China
China’s status as the world’s factory and top exporter has come under intense pressure from the Sino-US trade war and a global pandemic that has disrupted supply chains
June Global Macro Monthly - The European green deal
US developments dominate international markets. The Fed adopted a more hawkish tone at its latest policy meeting.
June OpEd - On the dot
Monthly Investment Strategy Oped
Tourism: How Asia and other emerging markets could bounce back
The pandemic has given many countries a long path to recovery
Central bank digital currencies, reserve currencies and geopolitics
When it comes to central bank digital currencies (CBDCs), the focus of market participants and regulators – especially in the banking industry - is mainly associated with their disruptive natu ...
May Global Macro Monthly - The limitation of vaccinations
Economies continue to be governed by the virus.