The Goods sector has done most of the legwork in bringing down underlying inflation in the last 6 months. But with fresh tariffs...

China is on the cusp of its green transition...

Over the past year global industrial production has been remarkably flat: no boom, no bust. Looking just at China and the US, the facts...

It's only a slight simplification to say that energy prices remain the swing variable in the outlook for global growth...

As China exits Covid-Zero, cases will soar but severe illness probably won't.

At the global equity market peak last year, financial assets were strongly outperforming the real economy, a state we refer to as bearish...

Nancy Pelosi’s trip to Taiwan was a major strategic blunder in our view. It has strengthened nationalist sentiment within China and...