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Bonds back better?

If economists are right, 2022 will be the second year of well above trend nominal GDP growth.

Bad, worse or just dandy

At some point, higher inflation could provoke a tightening of monetary policy that is beyond what is priced into markets.

Pay them and they will come?

The needles on the indicators of investment sentiment are all pointing down.

Magic Money Tree Worship

Our baseline is that economic and electoral rationality will prevail and that the various factions within the Democratic Party

Autumn dawns and the living doesn’t get easier

The recovery keeps hitting speed bumps caused by supply side disruptions. The latest is the surge in energy prices

A modest interest rate cycle cometh…maybe

Central bankers have set out how they want to “normalise” monetary policy for some time.

Carbon offsets: A necessary tool, but only under close scrutiny and precise conditions

To meet the Paris Agreement net zero goals, both emissions reductions and carbon offsetting will play a critical role in delivering a manageable transition.

4,000 buses coming

The green borrowing strategy of the UK government kicks off soon with the sale of the first green gilt

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Bumps in the road

Numerous factors continue to impact on the production and distribution of goods and the smooth operation of labour markets. Output numbers can be impacted and investor sentiment might be challenged b ...