UBS Securities Research
There will be no new daily updates until Tuesday 2nd September.
Economic commentary discussing the current issues that are affecting economies and financial markets around the globe.
Appearances in the media
1.6% - The Chinese figure that matters most
China's decision to allow market forces to play a greater role in determining the value of its currency prompted an overreaction in financial markets and the media……Read more
Economists and Equities (July 2015)
The investment elephant in the room (June 2015)
The secret story of capital spending (May 2015)
The truth about inflation (April 2015)
Being really, really wrong about the dollar (March 2015)
A global lesson from Europe (February 2015)
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