The case for US interest rate cuts
Firstly: One good month on inflation needs to become a trend We continue to look for the Federal Reserve to…
Cautious monetary easing in the eurozone has started
Policy normalisation has started As widely expected, the European Central Bank cut its leading interest rates by 25bp, removing the…
India’s medium-term fiscal consolidation likely to get more challenging, Fitch says
India’s medium-term fiscal consolidation, critical to any ratings upgrade, is likely to get more challenging as a new coalition government…
India’s medium-term fiscal consolidation likely to get more challenging, Fitch says
India’s medium-term fiscal consolidation, critical to any ratings upgrade, is likely to get more challenging as a new coalition government…
War, what war? Putin looks to woo new business partners willing to overlook its invasion of Ukraine
Russia’s annual economic forum in St. Petersburg used to be known as the country’s “Davos” in a nod to the…
Our view on the major central banks
Federal Reserve The US economy has proven to be remarkably resilient to high interest rates, but there are some signs…
Germany’s economy sees a weak start to the second quarter
In recent weeks, optimism had returned to the German economy. Growth in the first quarter and improving confidence indicators as…
One year on, Russian officials change tune on tax policy
The prospect of raising Russia’s corporate taxes was criticised by officials at last year’s St Petersburg economic forum as a…
Banks say growing reliance on Big Tech for AI carries new risks
The boom in artificial intelligence will increase banks’ dependence on big U.S. tech firms, creating new risks for the industry,…
Changing Tides Ahead for the Product Tanker Market
A new set of market fundamentals is set to have an impact on the product tanker market’s future course. In…