Inflation is one of the great economic debates and often leaves big economic thinkers at loggerheads. I am not a financial titan, but looking at the world from 100,000 feet, the conditions are in place for the world to see inflation heading meaningfully lower.

A brief press release recently from Europe’s largest and possibly oldest industrial manufacturer, announcing a short-dated, small-sized bond, seems hardly significant. In time however it may come to be seen as heralding a transformation of bond markets.

Real estate downturns (defined as two consecutive quarters of falling prices) have been triggered in a number of economies including Canada, Australia, New Zealand and the Nordics. One area where this trend is playing out most rapidly is Sweden, where house prices are falling at one of the fastest rates in the world.

Four key factors set to shape the outlook for digital advertising.

A new fork in the road?

As stock markets around the world become ever more expensive, real estate is looking increasingly attractive. So far 2021 has been a story of recovery.

Mainstream indices are a poor reference point for investors in China

The shock to the Eurozone job market in 2020 was considerable. Hardest hit were southern countries, young people and women.

The disruption of global supply chains has been a wakeup call for the European Union. For years, the principle of an open and free Single Market has led to a massive transfer of industrial production and outsourcing mainly to Asia.

Direct-to-consumer, data and the behavioural economy