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Key Points:We think the ECB will admit the conversation has started on cutting, but we do not expect a clear timeline. June is still our base case for the first...

Global temperatures are still rising. Climatic events are becoming more serious. Natural habitats are deteriorating as a result of intensive farming and develop...

Key pointsUS growth exceptionalism persists and despite softer retail activity in January there are few signs of the slowdown we continue to expect.Activity has...

Key pointsUS growth continues to surprise to the upside and there might be something structural at play there.The Fed remains prudent on the timing and magnitud...

Stock markets are hitting all-time highs. And why not? Interest rates don’t look to be going any higher and there is no recession on the cards, least of all i...

The Fed favours the PCE over the CPI, but the latter’s January print strengthens the point that, at least in the US, the last mile of disinflation could be ar...

Amid global climate commitments, Latin America may be a promising frontier for clean infrastructure investments.With Sweden targeting a 59% reduction in greenho...

I have only lived and worked in two countries. The UK (home) and the US (away). Currently the fortunes of the two could not be more different. The US economy is...

Key points:We explore the possibility that the US strong productivity gains stem from a surge in Intellectual Property investment since the middle of the last d...

Powell’s Q&A and the payrolls put paid to expectations of quick cuts by the Fed  Euro area January inflation – with concerning developments in ser...