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    6/14/2018 | Report
    Oil–Beyond Geopolitics
    ​ The peak may be behind us. A number of the drivers underlying recent oil price strength could diminish in strength or reverse. A currently elevated geopolitically induced risk premium might shrink once actual market flows become clear. Financial positions might shift towards a less bullish stan ...
  • 5/23/2018 - Report
    Payment Behavior Part 2
    ​ Sound inventory management pivotal to companies’ working capital needs At a global level, companies’ Working ...
  • 6/14/2018 - Report
    Italy: Stress is here to stay
    ​ 88 days after the Italian parliamentary election, and an episode of exceptional financial market stress later, the ...
PeriscopeThe Chief Economist's Blog
  • ludovic-official
    Chronicles of Protectionism Foretold
    ​ After solar panels and dish washers, steel and aluminum, President Trump now wants to increase tariffs on Chinese drugs and robots, among others, for over USD60bn worth of imports. Volatility surged as concerns about a trade war resurfaced. On the campaign trail, the ...

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