Ahead of the Jackson Hole Symposium, we discuss the tensions facing the Fed. Markets are expecting a slightly hawkish outcome given how dovish market
We update our model for the USD/CNY fix, concluding that USD/CNY could still fix lower for some time, given that the RMB in trade-weighted terms is st
We dig deeper into services exports, and consider what the growing importance of services trade will mean for the global economy. Using a new dataset