"Normally, when economies are recovering, central banks typically start to think about the exit and…

Last week, the Federal Reserve shocked the world when it said that it has yet to begin tapering its…

I do worry that investors may be too complacent about the looming near-term macro risks that I high…

My sense is that the published consensus has now come down to or maybe below our own numbers, and t…

It shows the contributions of the developed markets (DM) and emerging markets (EM) to global GDP gr…

Well, the key thing to watch in this respect is how fast slack in the economy and particularly in t…

Why worry now if even the Great Financial Crisis of 2008 didn't result in a de-globalisation of eco…

Korean trade data usually comes before the first trading session of the month in Asia, which makes …

Korean trade data usually comes before the first trading session of the month in Asia, which makes …

"[I]t is more likely that the ECB will use other means of easing monetary conditions before embarki…

"Layoffs are falling and bank lending is accelerating - two powerful statistical indicators of the …

Well, here's my Sunday confession: the more I think about it, the more I like the 'yo' concept. And…

According to our polling, close to 40% of the participants expect the Fed to hike rates already in …

"Most clients I met buy our story that the Fed, the Bank of England and the ECB will step up their …

Second, I strongly believe that if anyone can deflate a credit bubble gently, it is China. Why? (i)…

I like the joke, and not only because I consider myself an economist working for an investment bank…

The consensus on the panel was that the global economy continues to recover, interest rates will ri…

The country had long been one of the most exciting emerging markets in the world thanks to favorabl…

Well, the key thing to watch in this respect is how fast slack in the economy and particularly in t…

Somehow the proverbial American optimism must have affected me also when it comes to the cyclical o…