By: Elke Speidel-Walz
A more complex relationship with a global impact
By: Martin Moryson
More open than ever – But what will markets make of it?
Is inflation back? Is its current rise permanent or just temporary? And what are the implications of reviving inflation for the capital markets?
Despite de-globalization fears, China and Asia are back at the center of global supply chains. The RCEP Asian trade-integration plan has big global implications.
Fiscal stimulus is likely to be more limited than under a Democratic landslide
By: Johannes Müller
Looking good for Democrats – don't count out the underdogs, though