Argentine’s leap of faith after one hundred years of crisis

One Last Tango

The Brittle Map of Globalisation

Revisions rewrite the narrative: the job market may have turned months ago

US Labour Market Turns

Fed path still tilting toward easing, but Q4 goods risks could temper pace

Inflation Data Offers Modest Relief

Europe Shines Amid Global Strain

Five consecutive months of job losses – is the UK already in a recession?

Glass Three-Quarters Empty

May US CPI

Is this the start of a broader structural weakening trend?

From King Dollar to Weaker Buck

Assessing whether today's AI boom resembles past episodes of exuberance

Bubble Diagnostics

Locked and Loaded

Structural demand for lithium remains strong, yet oversupply has depressed prices and investor sentiment

Can Chile’s White Gold Shine Again?

Abenomics at the Crossroads

Despite its economic strength, Spain faces a rising risk of political breakdown

Solid Fundamentals, Soft Institutions

Elements of Power

Saudi Arabia's bold attempt to cure Dutch Disease

Royal Rush

Caution over sticky inflation and global risks

The ECB’s 25bp Cut: A Pivot or a Pause?

Holding steady as the next move hinges on labor

Fed Pushes Back

September move still on the table, but odds are fading

ECB Pauses After 200bps Cuts

Siesta or Fiesta?

Taco Trade or Tariff Trap? 

Diverging views emerge on BoJ's QT strategy—less tapering doesn't mean policy is turning dovish

Less Taper, Not Less Tight

Peru's macro strength masks social sickness  

Monetary Vaccine

The rise and fall of monetary independence

A Confidence Game

Brazil’s two steps forward, one step back

A Bitter Lesson

The Spender’s Shield

Decades of tailwinds have turned to headwinds

How Did We End Up Here?

Can Milei break Argentina's vicious historic inflation cycle?

Milei's Chainsaw

Reading the labour market without payrolls

Putting Pieces Together

Swiss Deflation; What’s Next

Jobs beat hides soft core, Fed cut in play

US May Employment

Fed held rates steady in June, signalling patience amid elevated sticky inflation and softening labor

Stuck in the Middle

May Eurozone HICP 

What the 2025 Nobel laureates taught us about economic growth

The Mechanics of Prosperity

The price of protection: Europe's trade deal and its market fallout

A Faustian Bargain

Heavy Lies the Crown

 May UK Employment

A volatile cocktail of politics, tariffs, and a restless business cycle

Fed Up: Powell Is Navigating A Political Minefield

A resilient facade hiding cyclical weakness

June US Employment

Fault Lines

A tax rate surge and mounting fiscal drag — but how does Britain really compare to its peers?

Top of mind

The Spender’s Shield

Monetary Vaccine

After the Miracle

Latest insights

The Missing Arrow

Royal Rush

Bubble Diagnostics

A Confidence Game

One Last Tango

A New Golden Age