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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…
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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
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The nature of the US withdrawal from Afghanistan reminds of the unilateral withdrawal from the Bretton Woods arrangements 50 years ago. Big powers act …
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As the IPCC warns on global climate change, the lessons from managing Covid provide a perspective on the likely policy response.
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Geopolitical competition will continue to intensify, imposing costs – but also creating strong incentives for investment in innovation.
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There is deep uncertainty as we look into a post-Covid world. Decision-making will need to respond.
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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…
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Past Covid performance is no guarantee of future success. Avoiding the winner's curse will require changes to national risk tolerance over time (& cons…
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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.
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The strength of the global recovery process varies around the world, but small advanced economies suggest that the global economy is in good shape.
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Military spending is rising, but increasingly big power competition will involve economics & technology. Countries & firms need to position for this co…
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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.
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