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Tag: Inflation

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The Shape of Things to Come – Are EM Corporates Ahead of the Curve?

Some investors have been increasing exposure to emerging market corporates...

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The Jury is Still Out on the Impact of El Niño

Weather has always been a key factor influencing the outlook...

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Will Recession be the Price of Defeating Inflation?

Inflation drivers are pointing down, eliminating the need for, but...

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Fed Holds Rates—Is This It?

At its September meeting, the U.S. Federal Reserve (Fed), as...

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Inflation and the Fed’s September Meeting

The Federal Reserve is widely expected to keep interest rates...

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UK CPI Inflation: A Downside Surprise Means More Room for a ‘Skip’ from the Bank of England

Commenting on the Consumer Price Index (CPI) published today, Royal...

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MacroMemo | 22 August 2023

China’s continued economic woes China’s economic woes continue. After a...

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Biting Into It

Europe needs a future-proof food system: one that contributes to...

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In Credit Weekly Snapshot – August 2023

Higher and higher Key markets overview Inflation jigsaw not falling...

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Sunshine in the U.S.—For Now

In this monthly series, we take a quick, comprehensive look...

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