Economics on the beach

Three topics that matter for markets

Economists are debating three big issues that could impact markets. How should central banks tackle high inflation? Are global value chains a vulnerability or growth-driver? How will geopolitics and technology shape the international financial system?

The shape of the debate

We highlight some of the best contributions to these debates. The next page contextualises the discussions to underscore the stakes for investors. Policy decisions on these topics could have profound effects on markets over the next few years. 

Signals in the noise

On the following page, we feature six articles on these topics that we think every investor should read this summer. We may not agree with all of their conclusions, but we think their ideas will have an impact on policymakers and markets.