The UK’s Shrinking Labour Force. A New Era of Shortages? – Part 1
- Date: 08/07/2022
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- Emman Raja
UK unemployment is at record lows, and there are historic levels of open job vacancies. However this has not been driven by an economic boom, but instead by a decline in the size of the work force – despite a larger economy, we estimate there are approximately 700,000 fewer people….
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China’s Zero-COVID Policy – Here to Stay?
- Date: 25/05/2022
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- Rachel Wang
Part 1: Introduction: The latest wave of China’s omicron outbreak has sent daily new cases to a record high, reaching a level comparable to the initial COVID-19 outbreak in Wuhan (Figure 1). On the 28th March, Shanghai, China’s commercial and financial hub with a population of 26mn, entered lockdowns, marking the….
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EUR: Undervalued Even to Parity?
- Date: 06/04/2022
The last month has been rocky for the EUR to say the least, as the common currency was forced into a primary role of a “war hedge” in light of the Russia-Ukraine conflict, seeing the currency lose c. 4% of its value (vs USD) in the latter part of February…..
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Sanctions and the US Dollar
- Date: 28/03/2022
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- Andrew Bloomfield, CFA
In a previous blog post, we argued that the invasion of Ukraine would be met with severe sanctions on Russia. Indeed, the tragic events that have since transpired led to the unleashing of extreme and co-ordinated sanctions, including a surprise move to freeze the reserve assets of the Central Bank of….
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