02/01/2025 Deeper Dive- Trump’s tariffs: revenue, restriction and reciprocation The potential economic impacts of tariffs include lower growth and higher inflation. Read More
11/10/2024 Gradual Powell – but Trump lies in wait The market is now pricing in higher rates than before for the middle of 2025, reflecting a more robust labour market. Read More
19/07/2024 Deeper Dive: China at the third plenum The Third Plenum sets out the policy direction for China for the next five years. Read More
12/07/2024 Deeper Dive: The fiscal crisis in Brazil Brazil has experienced recent volatility in its markets, including a weaker currency. Read More
21/06/2024 Deeper Dive: Strains in the Fifth Republic The upcoming elections in France have the potential to significantly impact markets and test EU structures. Read More
18/04/2024 Deeper Dive: R star and the bond market The concept of R-star, the equilibrium interest rate, and its importance in the bond market. Read More
16/01/2024 US corporate sector remains in a strong financial condition Andy Bevan, Fulcrum’s Economic Advisor and fixed income specialist, has prepared this note on the financial condition of the US corporate sector. Read More
