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.

Services

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.

Publications

Our research publications cover a range of topics, providing macroeconomic narratives and topical insights to inform decision-making by asset allocators, strategists, fund managers and financial advisers.

Presentations

Reflecting our visual age, our slidepacks illustrate key research themes and ideas with detailed charts and tables, some that we create and some that we borrow from other respected sources. Our presentations weave together argument and evidence into a cohesive whole.

Forecasts

Economic Perspectives submits monthly short-term economic forecasts for the UK economy to HM Treasury and Consensus Economics. Peter Warburton is a member of the IEA Shadow Monetary Policy Committee and contributes a named section in the monthly minutes.

Top of mind

Peter Warburton quoted in an article in Thursday 20th January 2022 edition of The Telegraph - The party's over. The falling pound will be the next big inflation shock by Ambrose Evans-Prichard

Peter Warburton, a credit theorist at Economic Perspectives, fears it will not be so simple.  He has been warning all through Covid that Western central banks have been losing control of inflation.  Dr Warburton thinks we are in the foothills of a "price reset revolution" that will turn economies upside down, and especially the British economy.  "It is becoming increasingly likely that we have embarked on a multi-year reset of the price level, to the tune of 30 to 50pc," he said.

 

Why the 2022 Economy will be tough with multi-year inflation

While there is a consensus of projected global growth of about 4%, Dr. Peter Warburton sees great challenges for the world economy for 2022-23, believing that such growth will be difficult to come by as 2022 is a critical year of adjustments of large deficits. In this interview with MI2 Partners advisor Harry Melandri, Warburton, director of Economic Perspectives Ltd in London, provides a very somber outlook for the future with rising inflation—despite the Fed’s interest hikes and high volatility, where some assets depreciate. He also discusses how “the state has carried the economy through this difficult period and co-opted the central bank, in this case, the Fed,” which led to “a dominant thread of state-led credit creation.” This insightful interview helps us better understand how we should protect our investments and how we should prepare for an uncertain future. Recorded on December 28, 2021.

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