Twelve years on from the financial crisis, inflation hawks are back. They were proved wrong then, but could this time be different? In part three of our mini-series on the source of the next crisis, we explore the extent to which inflation poses a risk to the global economy and financial stability.
The pandemic is fast-tracking change in corporate Japan.
During the initial outbreak of COVID-19, we published a report on the underlying long-term trends supporting data infrastructure. Since then, much about the world as we knew it has changed.
Is there a lesson to be drawn from history? No two crises are the same but useful insights can be gleaned from comparisons, as Jerome Nunan explains.
The traditional leading indicators are saying different things
Fears over “secular stagnation” appear to be overdone.
The “reflation trade” appears real, but risks are still elevated.