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Despite recognizable parallels with developments under the 1985 Plaza Accord, concerns about a very rapid and excessive decline in the U.S. dollar seem exaggerated.
Less uncertainty at the price of higher tariffs
The changing balance of power between the world’s leading oil producers helps explain some of the recent oddities happening in global financial markets.
By: Vincenzo Vedda
It’s the global reserve currency, a perceived safe haven and a vital unit of account for international trade – a lot is at stake.
After years of stagnation, digitalisation is leading to a significant increase in electricity demand
Japan’s Retail Market in 2025: Balancing Tourism, Currency Fluctuations, and Strategic Consolidation
Revisiting R^: How does the fiscal deficit affect the neutral Fed Funds rate?
A look at the risks that the U.S. debt trajectory could become dynamically unstable
Foreign investors reduced their holdings of U.S. assets in April, but only to a very small extent
By: Lukas Ahnert, Murray Birt, Frederike Bauer, Jay Joshi
Investing in a ‘brave’ new world
Competition for raw materials vital for the energy transition is intensifying
We believe that fears of JGB weakness spreading to other government bonds appear to be exaggerated.
Cautiously optimistic: Our forecasts for the next 12 months
Foreign investors rethink US assets, but the S&P 500 is global and digital
