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EconomyFeatured

The Great Rate Reversal: Central Banks Navigate the Post-Inflation Landscape

With inflation retreating toward target in most advanced economies, the Federal Reserve, ECB, and Bank of England face a delicate pivot — one with profound consequences for global growth.

22 March 20268 min read
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The Great Rate Reversal: Central Banks Navigate the Post-Inflation Landscape
3 More Articles
Supply Chain Realignment Is Reshaping Global Trade Flows
Economy10 Mar

Supply Chain Realignment Is Reshaping Global Trade Flows

Nearshoring, friend-shoring, and industrial policy are redirecting trillions of dollars of trade. We analyse the winners and losers in the new geography of global commerce.

7 min read
Emerging Market Debt: Opportunity or Danger in a High-Rate World?
Economy26 Feb

Emerging Market Debt: Opportunity or Danger in a High-Rate World?

Record levels of sovereign debt in developing economies are testing the limits of multilateral support. Our analysis identifies the markets most exposed — and those best placed to adapt.

9 min read
Demographics and Destiny: How Ageing Populations Will Reshape Investment
Economy12 Feb

Demographics and Destiny: How Ageing Populations Will Reshape Investment

Demographic trends in Japan, Europe, and China are creating structural shifts in savings rates, labour supply, and pension fund asset allocation that will define the next decade.

8 min read