Is the World Deglobalizing, Slowbalizing or Newbalizing?
Many commentators expect the world to deglobalize following the US-China trade war, the pandemic, and the invasion of Ukraine. We… »
Many commentators expect the world to deglobalize following the US-China trade war, the pandemic, and the invasion of Ukraine. We… »
With elevated inflation, slowing growth from the Covid rebound and a historically tight labour market, stagflation concerns remain high among… »
Our Euro area financial conditions index (FCI) has tightened about 60bp since mid-November, driven by higher long-term yields and lower… »
We remain relatively cautious going into Q1’22 results season. We lower price targets for WPP and Publicis again, where we… »
Limited impact due to National Labour contract Barclays macro team has written about how inflation affects wages in the Euro… »
Global growth expectations have dropped with the spike in oil prices, which have historically often been associated with surges in… »
Key Takeaways We project that European developed sovereigns will borrow about $1.6 trillion in gross long-term commercial paper in 2022,… »
• We see the West’s drive for energy security slowing growth, increasing inflation and stoking demand for non-Russian fossil fuels… »
The Euro, together with the Swedish Krona and the Swiss franc led the G10 rankings last week. The sense that… »
The Riksbank’s Executive Board signalled that rates will remain on hold until the second half of 2024, a dovish stance… »