Global Economic Cycles: Why Booms Always Lead to Busts — and What History Teaches Us Ah, the sweet smell of economic expansion. Stock markets are...
Category: Global Markets & Macroeconomics
Is Inflation Targeting Still Fit for Purpose in a Post-COVID World?
The Global Interest Rate Conundrum: Are We Entering a New Monetary Era? After decades of monetary acrobatics—from ZIRP (Zero Interest Rate Policy)...
Can Deglobalisation Be Quantified Through Trade Elasticities?
Unpacking the Fed’s Balancing Act: Inflation, Interest Rates, and Market Consequences Allow me to paint the scene for you. Picture a bespectacled...
The Return of Fiscal Policy: Lessons from the Keynesian Reawakening
The Great Recalibration: How Global Markets Are Adapting to a Post-ZIRP World In the grand theater of economic history, few policy shifts resonate...
Macroprudential Frameworks and the Mirage of Financial Stability
The Mechanics Behind Global Inflation: A Macroeconomic Dissection As someone who’s spent the better part of three decades analyzing global economic...
Why Emerging Market Debt Requires a New Global Risk Paradigm
The Long Shadow of Quantitative Easing: Has Global Liquidity Created a Market Mirage? Ah, quantitative easing (QE) — that charming monetary...
Capital Flows and Currency Volatility: A Behavioural Finance Perspective
The Return of Inflation: What Global Markets Should Brace For As the world quietly emerged from a global health crisis, many policymakers hoped for...
Global Trade Fragmentation and the End of Hyperglobalisation
The Great Currency Shakeup: How Global Monetary Policies are Rewriting the FX Playbook Ah, currencies. Those ever-fluctuating symbols of national...
How the European Central Bank Balances Fiscal Discipline and Market Stability
The Silent Recession: Why Markets Boom While Households Bust In the shimmering corridors of Wall Street, optimism flows like champagne. Indices...