Articles

Monetary Policy Tracker: Broader-Based Dovish Pivot From June

Country Risk / Global / Fri 08 Mar, 2024

All developed market (DM) central banks that met in February opted to leave monetary policy settings unchanged. In contrast, their emerging market (EM) counterparts were divided: while some chose to lower their policy interest rates further, an equal number decided to implement tighter monetary policy. For 2024, we maintain our view that DM

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EU Elections: Shift To The Right, Policy Continuity To Persist

Country Risk / Europe / Thu 07 Mar, 2024

Key View

  • Incumbent European Commission President Ursula von der Leyen’s confirmation as her party’s lead candidate in the June European parliamentary election comes as we expect the European People’s Party to defend its pole position in the legislature. 
  • This is despite the growing discontent with European mainstream politics amid weak
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Quick View: FDA’s Approval Of Dexcom’s Over-The-Counter Stelo Glucose Biosensor System Will Expand Access To Diabetes Management Devices

Healthcare / United States / Thu 07 Mar, 2024

The Latest: On March 5 2024, the US Food and Drug Administration (FDA) approved Dexcom’s Stelo Glucose Biosensor System, marking the first FDA approval of an over the counter (OTC) continuous glucose monitor (CGM). The device is an integrated CGM that is to be worn on the upper arm and lasts for up to 15 days before it needs to be replaced. It

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Winners And Losers: A New Ukrainian Economy Will Look Different

Country Risk / Ukraine / Wed 06 Mar, 2024

We retain our view that the economy will not return to its pre-war size until 2031. By pre-war we refer to the size of the economy in 2013, before Russia’s first invasion of Ukraine. Ukraine’s National Recovery Plan (NRP) assumes that Ukraine will achieve growth of 7% or higher over the next decade. We believe the NRP, released in 2022, did not

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