International Women’s Day 2022 is an opportune moment to stress the importance of equality and inclusive growth and its role in our Global Sustainability...
Supply chain disruptions continue to be a major challenge as the world economy recovers from the COVID-19 pandemic. In a January post, we presented the...
Financial stability concerns include potentially higher sensitivity to global financial conditions.
Inflation has defied expectations everywhere. Half of all inflation-targeting central banks in developing economies now face inflation rates above their...
March will be a pivotal month. Three key elements shape the investment climate: geopolitics, easing of Covid pressures in Europe and North America, and...
Volatility jumped this week as geopolitics dominated world headlines. Investors are looking to past crises to assess the likely duration of the large market...
Given the relationship between climate policies, oil prices and inflation and the difficulties in managing inflation through interest rate policy, it is...
David Favier, senior portfolio manager of European ABS strategies, reflects on the impact of the pandemic and the outlook for 2022. Covid-19 created...
In exceptional times, monetary finance may provide helpful policy support but there are risks.
(Due an extended business trip, this weekend’s commentary has been consolidated into one note) There are a few main themes in the driving the foreign...
The latest data gives no sign of respite in US inflationary pressures. Europe, too, remains exposed to inflation risk. Having completely repriced expectations...
The S&P 500 index is down 2.0% on Thursday after the U.S. said satellite evidence suggests Russia plans on invading Ukraine in the coming days, but...
The Kraft Heinz Company (NASDAQ: KHC) shares are advancing this trading week, and the current price stands at $37.67. This Wednesday, Kraft Heinz reported...
Leela Barham and Neil Grubert look back at what was expected for market access in 2021 and look The post How do UK market access prospects...
In 2019, the World Intellectual Property Organization (WIPO) reported that China alone accounted for almost half of all the world’s patent filings, with...
Data published on 10 February 2022 showed the US consumer price index (CPI) rose by 7.5%, the fastest annual rise for 40 years. The increase in...
Three best cruise line stocks to buy now include an exotic adventure-tourism agency, a media and entertainment giant and the third-largest cruise line...
Tighter US monetary policy, rising (real) yields and a correction in growth stocks. None of this is really a surprise. Markets have been reckoning with...
Futures Paralyzed Ahead Of Critical CPI Print US index futures are unchanged from Wednesday's close after some rangebound trades in another...
Welcome to my new weekly fintech focused column. I’ll be publishing this every Sunday, so in between posts, be sure to listen to the Equity podcast...
Equity markets got out of the blocks enthusiastically as 2022 started, but had their wings clipped as it became clear that US monetary policy would be...
Despite rising corporate defaults, China’s overall debt dynamics have not deteriorated. Its economic fundamentals appear strong enough to contain a debt-currency crisis. A closed capital account,...
We often hear phrases like “money on the sidelines” in financial media but they feel like hand-way explanations for one of the most basic things...
Governments will need to combine fighting inflation with structural policies that reignite growth.
The hard asset, commodity, trade has sprung to life over the last couple of months. Such is commensurate, and logical, with the surge in inflation. However,...
Today, we are pleased to present a guest contribution by Steven Kamin (AEI), formerly Director of the Division of International Finance at the Federal Reserve Board. The views...
The pandemic has sped up a transformation in technology that would otherwise have taken years, triggering a sea change in how we work, buy and communicate....
The markets lower as it continues one of the worst sell-offs since March 2020. The post Stock Market Today: Dow Jones, S&P 500 Slides; Apple Surges...
Mondelez, producer of brands ranging from Chips Ahoy to Triscuits, says the pandemic will keep people at home and snacking, inflation notwithstanding.
The markets lower as it continues one of the worst sell-offs since March 2020. The post Stock Market Today: Dow Jones, S&P 500 Slides; Apple Surges...