Economic Perspectives is a trusted provider of global macroeconomic and financial research
EP research weaves complex and diverse information into coherent macro narratives, providing clear analysis and original market insights for global investors. Our clients benefit from our long experience in connecting economic developments with the credit and financial market outlook and interpreting the policy environment.
The analysis of developments in global private sector credit markets is fundamental to our understanding of the global economic and financial outlook. However, the actions and interventions of central banks and government have become increasingly important to our economic assessment.
Since 2009, we have maintained that the only credible resolution of the 2008 global credit crisis is a resurgence of global inflation. We take an eclectic approach to the inflation outlook, considering political and socio-economic factors alongside macroeconomic drivers. We provide the multi-dimensional appraisal of the inflation outlook that is critical to formulating a successful investment strategy, at a time when inflation complacency is rife.
At Economic Perspectives, we appreciate that our Research Partners have diverse appetites for thematic insights and research ideas, and differing capacities to engage with our research output. Engagement implies interaction, and we value every opportunity to understand the questions and conundrums that our Research Partners are grappling with. These interactions help to shape our research agenda and hence the content of our publications.
Top of mind
Popular mainstream commentary often conflates the economic growth (e.g. of output, real GDP) narrative and the inflation narrative. While these narratives sometimes coincide (slower growth, falling inflation), often they are in conflict. In the extraordinary context of the global pandemic, known as Covid-19, a severely damaged global supply network is unable to cope with the urgent desire of governments to see real activity restored to its prior level. The outcome is leaning towards the return of stagflation, a combination of weakening growth but strengthening inflationary forces.