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Neil Shearing’s weekly perspective on the global economy
Our main economic and markets forecasts and summary views
Our highest-conviction macro forecasts and their market implications
Our economists are regularly quoted by the world’s leading media organisations
Exploring the global economy in the post-pandemic age
What will the property market look like after the pandemic?
Does the coronavirus spell the end of this phase of globalisation?
Gauging the UK’s economic performance after leaving the EU
Our latest views on how monetary policy-making is changing with the pandemic
The growth outlook for EMs in a post-pandemic age
Published on: 6 April 2021
These are our highest conviction macro calls, and their market implications. These calls are rooted in our macroeconomic analysis, selected according to the strength of our views, and with an emphasis on assets that are widely tradeable. Current calls include more increases in Brazilian bond yields when worries about fiscal discipline resurface, and our view on which DM central banks could be the first to raise rates.