01/05/2023

Towards a change of cycle

All the major themes that have marked 2022 will remain relevant: inflation, the risk of recession and the tightening of monetary policies.

01/04/2023

India’s promised boom

India’s economy will benefit from a global drive to diversify supply chains, manufacturing investments and technological infrastructure in 2023.

01/04/2023

Five Steps to Stop the Nosedive at Credit Suisse

Like Deutsche Bank AG in the middle of the last decade, Credit Suisse has tripped itself into a downwards spiral in which failing client, staff and investor confidence leads to revenue losses, higher costs and tumbling profitability.

01/04/2023

Taking stock of China’s rapid reopening

China’s unexpectedly rapid dismantling of COVID restrictions is paving the way for economic reopening, but the simultaneous surge in infections across the country suggests the path will be bumpy.

01/04/2023

First impressions

That hawkish pivot drove cross-asset performance all year—the result of the Fed tightening financial conditions to slow the economy and bring inflation down.