August 14, 2020
Build back better: turn off the noise
Truncated information and unclear lags make the assessment of the implications of economic and political…
August 12, 2020
The next decade: the inflation cost of QE
We just published our report mapping the inflation developments we expect to see as a…
August 7, 2020
Eurozone: Wage convergence & the continuing decline of Italy
The wage convergence process within the European Union is ongoing and has accelerated partly because…
July 27, 2020
Housing market: build back better for the long-term
We are likely to face another decade of quantitative easing and ultra-low interest rates. In…
July 10, 2020
Russia: the RUB remains stable
The result of the constitutional referendum strengthened our view that the Russian ruble will remain…
June 26, 2020
Families & work-life balance: Dream or reality?
To facilitate the recovery, we should increase the number of public schools – from kindergartens…
June 24, 2020
Underestimating inflation for two decades
Since around 2001 – household surveys say that consumers’ experience with price increases is higher…
June 23, 2020
Keep your eyes on the trend, not the noise
June PMI confirmed further improvement in the recovery, though the picture is not as constructive…
June 19, 2020
House prices: negative across the board
Real estate prices: what is happening? What happened yesterday? Residential house price prospects are negative…
