A long wait for lift-off

If central banks adopt a return to full employment as the criteria for withdrawing stimulus from the economy, then lift-off of interest rates is still years away for most of the world’s major economies.

ECB: Out of options

Until and unless the ECB wants to start easing capital adequacy requirements, it is stuck.

Webinar: Brexit, blue wave & covid mutation

In our first webinar of the New Year, Carl Weinberg and Rubeela Farooqi discuss how the high-impact developments of the last few weeks have changed the outlook for 2021.

The economy versus the stock market

The recovery in the US stock market has coincided with the deepest economic contraction since the Great Depression. Will stocks continue on their current path or adjust to the economic reality?

China’s slumping demographic dividend

China has become more focused on projecting economic power to emerging-economy allies. It is time to recalibrate our expectations to match China’s outward-looking ambitions.

Webinar: Post-pandemic reconstruction

We know that the economies of the world are suffering from a resurgence Covid cases and new lockdowns to contain the spread.  So why are the economic data generally pointing to a continuing rebound,  not a new crash of output, employment and spending?  What lies ahead in the new year, as the world’s economies attempt […]