China: macro myth-busting
Date 15/12/2015 | 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 | 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 | 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 | Andrew Bloomfield, CFA
A combination of lower oil prices and the weak Yen have helped restore the trade balance to health but a...
