Global flows

Commentaries, podcasts and analysis

Augmenting Treasury trade partner report

Augmenting Treasury trade partner report

Public would only benefit from more fulsome global economic discussion ...
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Venezuela’s death spiral

Venezuela’s death spiral

Black market signals light at the end of the tunnel ...
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Banxico independence faces scrutiny

Banxico independence faces scrutiny

Controversy over salaries highlights tensions with government ...
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Emerging market trials persist

Emerging market trials persist

2018 decline across investment classes prompts allocation reconsideration ...
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Data exaggerate impact of China slowdown

Data exaggerate impact of China slowdown

Beijing-Washington ‘Thucydides trap’ presents greater risk ...
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Proper perspective on emerging risks

Proper perspective on emerging risks

Global economy slowing, but still very strong ...
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Swiss are collateral victim of Brexit

Swiss are collateral victim of Brexit

EU cannot offer special deal to Switzerland setting precedent for UK ...
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Central banks heading for exit

Central banks heading for exit

End of quantitative easing brings risk of flows snap-back ...
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Back to pre-1914 Fortress America

Back to pre-1914 Fortress America

Trump’s radical breakup of consensus ...
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Trade war still likely to deepen, despite truce

Trade war still likely to deepen, despite truce

This month’s poll focuses on the prospect of further trade antagonism between ...
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Asia likely to improve trade deals

Asia likely to improve trade deals

This month’s poll focuses on global trade integration. Participants were asked: ‘Which ...
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Austerity fails to eliminate UK deficit

Austerity fails to eliminate UK deficit

History warns against going for growth ...
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Global flows

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