04/20/2022

Headwinds for China, but also policy support

The Chief Investment Office (CIO) believes that mobility curbs, transportation bottlenecks, and a continuation of current strict COVID-19 policy pose near-term risks to growth, and have downgraded the 2022 GDP growth forecasts for China as a result. Howev

04/20/2022

Taylor Rules!

Remember also that inflation is not just a demand phenomenon.

04/19/2022

Review of the week: A muddled view

The war in Ukraine has dampened global growth as waves of COVID-19 continue to roll across the world. Meanwhile, politics is back to the fore in Europe and America.