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global economy
Global Markets
The Battle of Midway
Midway through 2024, global uncertainties persist from Ukraine to US elections. Markets continue to rally on AI, but risks loom.
July 04, 2024
Global Economy
World Bank raises global growth forecast on strong US expansion
Most of the improvement stems from the World Bank upgrading the US growth outlook
June 11, 2024
Global Economy
Global economy: glass half full or half empty?
Our region has weathered an actual sharp rise in US rates fairly well
June 06, 2024
Global Economy
US Fed not in a hurry to cut rates as consumer confidence remains healthy
Despite costs going up, economies are generally resilient
May 30, 2024
Global Economy
A new trade war offers no easy way back for old global order
The growing protectionist fervour faces few voices
May 24, 2024
Global Economy
Asian currencies can withstand a rampant US dollar
There are good grounds for confidence in an eventual rebound in Asia
May 09, 2024
Tong's Portfolio
The global economy and investment opportunities as we see it
Over-expansion in private credit leads to financial crisis.
April 26, 2024
Global Economy
A resilient global economy masks growing debt and inequality
Finding a new equilibrium may be impossible if governments double down on economic nationalism
April 25, 2024
Global Economy
Powell's US rates warning means headaches for rest of the world
'The longer we see these big central banks waiting to cut rates, the bigger the risk to the underlying economy'
April 17, 2024
Global Economy
IMF lifts growth forecast for global economy but warns of risks
'Numerous challenges remain, and decisive actions are needed'
April 16, 2024