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The Chief Economist's Note

Neil Shearing’s weekly perspective on the global economy

Forecast Overview

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Capital Calls

Our highest-conviction macro forecasts and their market implications

In the News

Our economists are regularly quoted by the world’s leading media organisations

Economies After COVID

Exploring the global economy in the post-pandemic age

The Future of Property

What will the property market look like after the pandemic?

The End of Globalisation

Does the coronavirus spell the end of this phase of globalisation?

Central Banks After COVID

Our latest views on how monetary policy-making is changing with the pandemic

The Golden Age for Emerging Markets is over

The growth outlook for EMs in a post-pandemic age

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Latest Developments

The latest charts and analysis about the pandemic

Economies After COVID

Exploring the global economy in the post-pandemic age