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Whether or not there will be a reversal in the trend depends on the development of long-term inflation and whether the Federal Reserve manages to maintain its credibility
69% capacity trails decade average as post-Russian supply model prioritizes flexibility over early stockpiling
By: Dr. Sebastian Kring
A Practitioner’s Perspective
Does the historically high gold-oil ratio once again indicate a major macro shift?
At least in terms of its demographic outlook, the U.S. is already well on its way to becoming far less exceptional than it was just a few years ago.
By: Jason Chen, Dirk Schlüter
How sensitive are forecasts to prices?
Exploring the IP Playbook: From Japan to China
Despite falling U.S. demand, China’s exports grew—thanks to emerging markets. But transshipment clauses in Asian countries’ trade deals with the U.S. may pose risks
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.
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?
Competition for raw materials vital for the energy transition is intensifying
Foreign investors rethink US assets, but the S&P 500 is global and digital
Is Asia Self-sufficient in Times of Deglobalization?
By: Jason Chen, Dirk Schlüter, Ajay Chaurasia
