The New Risk Premium: Hormuz, Heatwaves and Fragile Growth
The Strait of Hormuz, European wildfires and fragile growth are forcing markets to reassess inflation, interest rates and risk in 2026....
The Changed World of 2022
2022 has been quite an unanticipated and eventful year with the Russia-Ukraine war disrupting the global Covid-19 recovery. The way we...
Global Macro Dynamics: An Overview
Last 12 months have been a dangerous rollercoaster ride for all global economies with us at the most dangerous curve of...