As we wait for a post-Covid world to arrive, we may need to adjust our expectations. And some countries will need to adjust their approaches for new Co…
The scale & duration of the Covid shock has led to structural changes in policy & business models: a post-Covid reset is more likely than mean reversion
The nature of the US withdrawal from Afghanistan reminds of the unilateral withdrawal from the Bretton Woods arrangements 50 years ago. Big powers act …
As the IPCC warns on global climate change, the lessons from managing Covid provide a perspective on the likely policy response.
Geopolitical competition will continue to intensify, imposing costs – but also creating strong incentives for investment in innovation.
There is deep uncertainty as we look into a post-Covid world. Decision-making will need to respond.
It is great to see a functional G7 again. But these economies do not have a monopoly on wisdom, and there are risks with a large country economic polic…
Past Covid performance is no guarantee of future success. Avoiding the winner's curse will require changes to national risk tolerance over time (& cons…
Inflation is shaped by political dynamics as much as economic factors, suggesting that inflation is more of a medium-term than a short-term risk.
The strength of the global recovery process varies around the world, but small advanced economies suggest that the global economy is in good shape.
Military spending is rising, but increasingly big power competition will involve economics & technology. Countries & firms need to position for this co…
The global economic outlook is as strong as it has been for a long time. But work is needed to ensure that the benefits are broadly shared.