The Big Ban: Global Commodities in a Post-Ukr...

As Covid-19 restrictions lifted around the world and countries stopped reporting on case numbers, the events of 2020 and 2021 faded further into our collective memory. Against the threat of looming recession and a war in Europe, it was easy to forget the turmoil brought on by the ...  Afficher plus

The world is not going to run out of oil and gas any time soon. Total oil and gas resources are more than likely to double demand by 2050, with gas reserves sitting at 1.5 trillion oil-barrel equivalents. It’s the quality of this supply that’s the issue. Advantaged resources (pri ...  Afficher plus

At the recent 20th Party Congress in China, policy makers made economic growth a top priority, but what are the roadblocks that may be of concern to global investors?

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Welcome to Thoughts on the Market. I'm Robin Xing, Mo ...

As the economic growth spread between Asia and the rest of the world widens, China’s reopening is unlikely to spur growth that spills over globally.

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Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's ...

While China’s policy objectives strive for common prosperity, the country’s strict COVID management poses risks to employment and income, so when might Chinese policymakers start to reopen and recover?

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Welcome to Thought ...

Our Global Head of Fixed Income and Thematic Research explains that the Biden administration’s new tariffs on Chinese imports are narrower than those of 2018 and 2019, but still send a signal about the economic relationship between the US and China.

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