DUBAI — No theme is more important in the macroeconomic space than inflation right now. All the clients we are talking to share their worries about inflation risk and are looking for investment strategies to hedge against inflation. In recent weeks, (...)
DUBAI — The pandemic served as a wake-up call to European governments on the urgent need to reduce economic dependence on the rest of the world, notably Asia. Many European leaders, including French President Emmanuel Macron, have highlighted the (...)
DUBAI — Today, the US Federal Reserve will release a survey confirming the economy is doomed for a long and painful downturn. Chairman Jerome Powell said in a webinar at the Peterson Institute for International Economics Wednesday that one of the (...)
DUBAI — On Thursday evening, the EU leaders are due to meet to discuss the package of short-term liquidity proposals agreed by the Eurogroup two weeks ago. In the interim, unresolved differences of view on the ESM credit line and on the recovery (...)
THE global credit impulse is falling again, mainly in developed-market economies and due largely to the normalisation of monetary policy. The message from the slower credit impulse is that growth and domestic demand are headed for a slowdown, unless (...)
