Macro Blog

  • Filter
  • #
  • #

China: macro myth-busting

Date 15/12/2015 | | by Andrew Bloomfield, CFA

In this blog post we offer our thoughts on three strategically important questions regarding China’s macroeconomic and FX policy, for...

Labour Share of GDP and the Balassa-Samuelson Effect

Date 11/12/2015 | | by Andrew Bloomfield, CFA

The labour share of GDP appears to be an important catalyst in the workings of the Balassa-Samuelson effect. Understanding it...

Swiss Interest Rates: Lower for Longer ?

Date 07/12/2015 | | by Andrew Bloomfield, CFA

Has the SNB reached the Zero Lower Bound? After last week’s ECB deposit rate cut, we assess the likelihood of...

Japan’s Current Account: Out of the Red, Safely into the Black?

Date 03/11/2015 | | by Andrew Bloomfield, CFA

A combination of lower oil prices and the weak Yen have helped restore the trade balance to health but a...

Want the latest Macro insights delivered to your inbox?

Subscribe now
Back to Top