Q4 GDP hits 1.4% as federal shutdown drags growth
Trump said the shutdown cost “at least two points” off GDP and urged lower interest rates.
1 min read
Economy
Macro indicators, policy shifts, and economic forces shaping growth and inflation.
The Next Commodity Supercycle: What drives it and who wins
Top miners cut capex from $145.7B in 2013 to $109.2B in 2023.
34 min read
PM Sanae Takaichi vows two-year suspension of 8% food sales tax
The BOJ raised its policy rate to 0.75% and the IMF said moving toward neutral by 2027 would help anchor expectations.
2 min read
Soft-landing odds rise amid easing US inflation
Core CPI eased to 2.5% and employers added 130,000 jobs in January. UK unemployment rose to 5.2% while wages grew 4.2%.
2 min read
UK unemployment hits 5.2% amid cooling pay growth
Japan's Q4 GDP grew 0.2% annualised, narrowly avoiding a technical recession. The RBA raised the cash rate to 3.85% and said further moves depend on new data.
2 min read
Inflation’s Long Arc: What history teaches about the next decade
This report examines historical inflation cycles and core drivers to identify strategic tradeoffs and market mispricings for the next decade.
3 min read
Inflation’s Long Arc: What history teaches about the next decade
This report analyzes historical inflation drivers and macro regimes to identify critical tradeoffs and strategy implications for investors.
3 min read
Inflation’s Long Arc: What history teaches about the next decade
This research examines historical inflation cycles to reveal core drivers and critical tradeoffs for investors navigating the next decade.
3 min read
Inflation’s Long Arc: What history teaches about the next decade
This analysis explores historical inflation drivers and macro regimes to highlight investor tradeoffs and asset implications for the next decade.
3 min read
Inflation’s Long Arc: What history teaches about the next decade
This analysis explores historical inflation patterns and core drivers to highlight investor tradeoffs and market mispricing for the next decade.
3 min read
Inflation’s Long Arc: What history teaches about the next decade
This report examines historical inflation regimes to identify core drivers and investor tradeoffs for the next decade.
3 min read
Inflation’s Long Arc: What history teaches about the next decade
This analysis examines historical inflation regimes to provide insights into macro drivers and investor tradeoffs for the next decade.
3 min read
Inflation’s Long Arc: What history teaches about the next decade
This research examines historical inflation regimes and causal mechanisms to identify core drivers and investor tradeoffs for the next decade.
3 min read
Inflation’s Long Arc: What history teaches about the next decade
This report explores historical inflation cycles and core drivers to identify investor tradeoffs and asset strategies for the next decade.
3 min read
Inflation’s Long Arc: What history teaches about the next decade
This analysis explores historical inflation drivers and regime shifts to identify key tradeoffs and strategy implications for the next decade.
3 min read