Sitemap - 2024 - small world

Looking to 2025

The rise and rise of public debt

Shifting macro risks

No summer calm...

Political regime change

Financing the capex boom

Election risk ahead

Trade as geopolitics

The great reindustrialisation

Global briefing: World trade/ Middle East/ Blinken in China/ Higher for longer/ Europe

Is this time different?

Global briefing: Higher for longer/ Fault lines/ Excess capacity/ ASEAN/ Global economic fragmentation

Escalating US fiscal risks

Global briefing: Fragmentation/ World trade/ Military spending/ UK Labour/ Israel

Geopolitical shocks and shifts

Global briefing: Nowhere to hide/ Japan normalisation/ US debt & politics/ Gold & regime change/ Dutch exit

China shakes the world

Global briefing: Antipodean inflation/ Fracturing global institutions/Trump update/ Dr Copper/ Emerging markets

Productivity, inflation, & geopolitics

Global briefing: Chinese deflation/ Ukraine/ India rising/ Growth strengthening/ Secular stagnation

Geopolitics & macro policy

Global briefing: Growth acceleration?/ Chinese freefall/ Rumours of war/ Populism/ AUKUS

Entering a post-Covid world

Global briefing: Taiwan status quo/ Inflation & rates/ Rewiring global flows/ China’s headwinds/ Trump & Europe

Positioning for Trump

Global briefing: Disrupted supply chains/ Inflation slowdown?/ Fiscal drag?/ Migration/ World trade bottoming out

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