History shows that big power geopolitical rivalry shapes fiscal and monetary policy: expect more expansive macro policy
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Insights on five global developments that matter this week
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Four years on from the arrival of the pandemic, 2024 may be the first post-Covid year in which economies are operating in a (new) normal environment
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Insights on five global developments that matter this week.
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The US Presidential election is the single biggest political risk of 2024; and firms, investors, & governments need to position for the consequences
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Insights on five things that matter this week
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Thoughts on wild cards and risks not to worry too much about in what is likely to be another year of economic & political turbulence ahead.
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Insights on five things that matter this week.
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After a turbulent economic & geopolitical year, intense competition within and between economies will become even more pronounced in 2024.
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Insights on five things that matter this week.
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China’s new (old) mercantilist growth model will lead to economic and geopolitical pressures around the world. War by other means.
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Insights on five things that matter this week.
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Tight labour markets across the global economy will intensify – with implications from wages & inflation to geopolitics & global economic geography
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Insights on five things that matter this week
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I come away from two weeks in Asia with a more upbeat assessment of Asia's economic outlook, but with reinforced concerns about Asia’s geopolitical risk profile.
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Insights on five things that matter this week.
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Insights on five things that matter this week.
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Commodity flows provide insight into the health of globalisation (not so bad) as well as the global economic fragmentation caused by geopolitical rivalry (not so good)
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Insights on five things that matter this week.
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Loose fiscal policy is likely over the next year, with multiple major elections reinforcing pressure for government spending
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