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    December 19, 2022
    "New realities" – that was the title of our annual outlook for 2022 published in Dec 2021. Little did we know how dramatically realities were about to change on February 24th, when Russia started its invasion into the Ukraine. [more]

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    January 12, 2023
    (09:05 min)
    House prices are cooling off around the world after the boom years of historically low interest rates and a pandemic race for space. Countries like Sweden, Canada and Australia, which had the biggest gains, heaviest household debt and highest proportion of variable rate mortgages, are most exposed. In the latest episode of Podzept, Michael Hsueh, FX Strategist and author of the G10 Housing Monitor, Jon Bell, Head of the European Construction and House Building Research, and Adrian Cox, Thematic Strategist, discuss the outlook.
    The Bullwhip Effect 3.0
    February 2, 2023
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    The Fed
    February 2, 2023
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