Consumer
Weak Private Sector Credit Demand In China…
The AI Gold Rush Will Struggle To Find Gold…
Deflationary Pressures Linger In China…
Elevated Inflation Uncertainty Will Keep Policymakers Cautious…
The Pivot To Rate Cuts: Context Matters…
Global Investment Strategy predicted the surge of inflation in 2021/22 and the immaculate disinflation of 2023. Now their unique framework is predicting a recession in the second half of 2024.
US Jobs Data Deliver A Positive Surprise…
UK Households See Inflation Easing Over Near Term, Still Skeptical Over Longer Term…
The Key Macro Theme for China In 2024…
Fade The Positive Surprise From Chinese Exports…