Market Analysis

We concentrate on economic questions which are relevant for decision-makers in both the real economy and in financial markets. Our economic philosophy is broad-based and pragmatic. Although we are specialists in the financial aspects of the economy, we do not believe that financial matters offer a unique or necessarily reliable guide to the workings of the economy, but rather that they have to be interpreted alongside other data. An understanding of institutional change and global trends is essential.

 

 

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