Global Data Pod Weekender: All the right move...

Katie Marney and Nicolaie Alexandru discuss recent developments in the EM Edge economies. Optimism around a soft landing persist, which would be constructive overall for frontier markets. Disinflation along with easing global financial conditions and a weaker dollar should enable ...  عرض المزيد

Nora Szentivanyi and Michael Hanson discuss the recent shipping disruptions along the Suez and Panama Canals and the implications for global supply chains and inflation. We estimate the recent surge in container shipping costs––if they persist––could add 0.7%-pts to global core g ...  عرض المزيد

The Bank of England remains highly data-dependent, re-accelerating to a 50-bp hike "at this particular meeting" given the upside inflation surprises. The wide difference between actual inflation data releases vs. consensus keeps volatility elevated at the front end of the yield c ...  عرض المزيد

The small-cap Russell 2000 Index posted an impressive 14.8% gain during 2021, but nearly all of it came in the first quarter. And weakness over the ensuing nine months carried into the first month of 2022, when the index shed 9.7%. Francis Gannon, co-chief investment officer of R ...  عرض المزيد

As inflation continues to rise beyond expectations, the Fed is set to meet next week, leaving markets to wonder if an acceleration in rate hikes might be in store this summer.

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Welcome to Thoughts on the Market. I'm Robert ...

Inflation is higher than it’s been in a generation, but policy makers still have room to maneuver. Philipp Carlsson-Szlezak, BCG’s global chief economist, is concerned about inflation but not yet willing to say the world is in a new era of constantly spiraling prices and colla ...