Posts by Joana Freire
Europe’s Gas Strategy: So Far So Good
A year ago, Russia’s gas embargo seemed like an insurmountable challenge for Europe.
Read MoreFalling Inflation to Bring Down the Dollar in 2023
We expect US inflation to continue to decline at roughly the same pace as it rose in 2021 and the first half of 2022…
Read MoreOn the Prospective Manufacturing Divestment from China
What are the implications of the world divesting from China’s manufacturing sector?
Read MoreChina’s Fictional Growth
Extract from our “China’s Fictional Growth” research paper, published 22nd November 2021…
Read MoreWhy is the CHF so Strong? A Balance Sheet Explanation
Extract from our “Why is the CHF so Strong? A Balance Sheet Explanation” research paper, published 18th February 2021…
Read MoreEmerging Markets = China + EM ex China
We find the term ‘EM’ increasingly problematic, because of the stark divergence…
Read MoreThe Dollar and the Economic Recovery
Extract from our “The Dollar and the Economic Recovery” research paper, published 1st July 2020…
Read MoreOne Size Fits None
Extract from our “One Size Fits None” research paper, published 7th May 2021…
Read MoreE-CNY
The Chinese RMB is going digital. Beijing has begun to experiment, in a limited trial in four cities, with the use of e-CNY.
Read MoreChina’s Decelerating Potential Growth and Theseus’ Ship
We believe China has entered a phase of declining trend growth, which is neither…
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