News & Insights
Macro Outlook, Market Updates
AndPapers Q2 2021 | The Transition to Recovery
Vaccine deployment is beginning to allow pent-up demand in service industries to materialise, but with notable differences across countries and sectors. The recent increase in the number of COVID-19 cases may be partially explained by higher global mobility, as some policymakers are prepared to loosen restrictions as long as cases remain reasonably contained. Aside from […]
Macro Outlook, Market Updates
AndPapers Q1 2021 | The start of the end or the end of the beginning?
Macro Outlook, Market Updates
AndPapers Q4 2020 | Central Bank Mantra ‘Low for Longer’
Macro Outlook, Market Updates
Macro Outlook Q3 2020 | Where Now For The Global Economy?
Macro Outlook, Market Updates
Macro Outlook Q2 2020 | From Growth, to Unprecedented Global Contraction, to Recovery
Macro Outlook, Market Updates
Macro Outlook Q1 2020 | 20/20 End of cycle postponed, but vision far from perfect
Macro Outlook, Market Updates
Macro Outlook Q4 2019 | The Japanification of the Global Economy
Macro Outlook, Market Updates
Macro Outlook Q3 2019 | Monetary Policy in Full Swing
Macro Outlook, Market Updates
Macro Outlook Q2 2019 | The Fed blinks: tightening policy postponed
Macro Outlook, Market Updates