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Global Economics

ASR's Global Economics module provides clients with detailed analyses of the macro landscape, covering the global economy, the US, Europe and China. Using ASR’s proprietary economic toolkit, our Economics team seek to understand the drivers of the global economy and identify the trends that will have real market impact.

What We Offer

Research

 

Economics Insight
A concise analysis of daily events affecting the global economy.

 

Economics Weekly
An in-depth analysis of the macroeconomic issues that matter most to investors.

 

Economics Quarterly
A summary of our projections for the global economy for the next two years and the main drivers of those forecasts.

 

Central Bank Watch

A tight focus on the factors we believe are driving central banks' short-term decisions, primarily covering the Fed, ECB, BoJ and the PBoC.

Business Meeting
Stocks

Data

 

Proprietary Business Cycle Toolkit
Includes nowcasts, surprise indicators, leading indices, business cycle indicators, and recession probability models, etc

 

Micro-to-Macro Datasets
Linking industry-level developments within the global logistics and semiconductors sectors with macroeconomic trends.

 

Emerging Market Risk Analytics
Screening tools for assessing default and currency risks.

 

Services

 
Absolute Connect Webinars
At least once a month, our weekly Absolute Connect Webinars will have an Economics focus. 

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Conferences and Forums
We regularly present at both client and society events, giving an independent insight into the global economy

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Business Meeting

Research Coverage

Our research notes cover a range of regions, with a primary focus on the UK, Eurozone, US, China and Global economy.

Global

Eight rules of Thumb for Tech booms

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  • Identifying common trends across investment booms

  • Applying lessons to the AI boom

  • Taking lessons from economic history

Eight rules of Thumb for Tech booms

US

What Warsh Wants

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  • Markets now price more tightening from the Fed over the next 12m

  • Kevin Warsh looks set to adopt a less transparent approach to policy

  • This could result in more volatility in rates, with potential spillovers

What Warsh Wants

China

China’s housing bust is over

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  • Our call for the housing cycle’s bottom has been controversial

  • Housing sales and prices remain stable, and inventories are falling

  • But savings behaviour will have to change to spark a rebound

China’s housing bust is over

Europe

The case for ECB caution

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  • Investors now expect two further hikes from the ECB 22nd July 2026

  • We see no sign of spillovers from energy to broader inflation

  • Tighter financial conditions are already weighing on activity

The case for ECB caution

Our Team

Our team has a combined 50 years of experience working for institutions on both the sell side and buy side in London and New York. We work closely with ASR economists and strategists to leverage the best ideas across all disciplines of research.

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Dominic White
Head of Economics

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Dominic White is Head of Economics and Chief Economist at ASR. He has 20 years’ experience, starting his career at the UK Treasury where he contributed to the government's official forecasts for the UK and global economies, and helped to manage the UK government’s input into IMF programs in Latin America. He then worked in the European economics team at the Dutch bank, ABN Amro, covering the UK and eurozone economies. During his time there, the team was number-one rated in Extel for five consecutive years. Before joining ASR, Dominic returned to the Treasury for a year, working in the team that implemented the interventions and reform of British banks following the global financial crisis. He holds a first-class honours degree in Economics from the University of Bristol.

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Adam Wolfe
Head of Emerging Markets

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Adam covers emerging markets and China’s economy for ASR. He has more than 15 years’ experience working on these fields. Adam joined ASR from the Macro Research Board, where he was responsible for driving the firm’s view on the Chinese economy, policy and asset markets. He was also responsible for MRB’s Asia Ex-Japan equity strategy. Prior to joining MRB, Adam was Director of Emerging Asia for Roubini Global Economics where he produced macro forecasts and the corresponding asset class implications. His views have been covered in the Financial Times, Wall Street Journal, Bloomberg, and other outlets. The Oxford Companion to the Economics of China includes a chapter drafted by Adam and Nouriel Roubini on China’s financial sector. Adam was educated at New York University and the University of Wisconsin-Madison.

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Ben Blanchard
European Economist

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Ben covers European economics for ASR. He is responsible for formulating our macroeconomic and central bank forecasts for both the eurozone and UK, and publishes regularly to clients within our Economics Weekly, Central Bank Watch, and Absolute Insight products. He previously worked as an economic analyst at Capital Economics before joining ASR in September of 2016. He graduated with a bachelor’s degree in Economics from the University of Bath.

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