We provide a summary of the topics we have covered since June 2, when we published the first Global Macro Views that was called "The Big Questions." T
This note discusses the structures of China's external and foreign exchange balance sheet.' The liability-side of the external and FX balance sheet is
In a recent Global Macro Views , we have shown that this year's drop in US inflation - arguably one of the key macro surprises of 2017 - is to an impo