Insights

Overall, G10 central banks continue to remain in a highly data dependent approach before implementing rate cuts but are unlikely to hike rates further. Recently, this has led to a …

Overall, G10 central banks have shifted their focus towards the discussion of how long to keep rates at their current restrictive levels. A data dependent approach seems pervasive, with policymakers …

Markets are no stranger to debate over US dollar hegemony, and history serves as a useful reminder that new reserve currency regimes can occur every century or two. Shifting geopolitical …

Inflation in much of the developed world is higher than at any point in the past thirty years. Therefore, we may be able to draw valuable lessons from comparing today’s …

The past several years has been marred by a litany of geopolitical and crisis events which has tested global supply chain resilience, highlighting the intricacy and interdependencies of international value …

Explaining the inflation and rates divergence Low and stable inflation in Japan this year (3% headline compared to 8.2% in US) has been a puzzling aspect of the Japanese economy …