G4 vs Emerging Markets: where are we in the economic cycle?
Date 20/03/2018 | Jeremy Chalder, CFA
In 2017, we saw a broad-based cyclical upswing in global growth, driven in part by emerging economies. After nearly a...
Turkey’s External Accounts: a health check
Date 08/03/2018 | Joe Spearing
The Turkish lira was one of the more volatile currencies in 2017. High inflation, a central bank apparently hobbled by...
Terminating NAFTA: What would the impact on Canada be?
Date 29/01/2018 | Joe Spearing
As NAFTA negotiations become increasingly fraught, the risk of a complete termination by US President Donald Trump is increasing The...
International borrowing and the US dollar
Date 22/01/2018 | Andrew Bloomfield, CFA
Some market participants are worried about the ever rising market value of US borrowing vis-à-vis the rest of the world...
