As inflation begins to moderate, Olga and Hugo examine the structural forces shaping the medium-term outlook in four categories: energy, housing, goods, and services. They uncover dynamics that challenge conventional wisdom about post-COVID shifts in...
AT WILLIAM BLAIR
Olga and Hugo explore how the U.S. Federal Reserve (Fed) can address recent weakness in the banking system without giving up its commitment to reduce inflationary pressures. Hugo: Olga, nice to be going for a...
Olga and Hugo consider China’s rapidly dropping birth rate and its implications for growth. Demography isn’t necessarily destiny. Other countries have seen dramatic declines in fertility—only to turn things around with economic recovery. Hugo: In...
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