This article reviews the geopolitical risks and expectations for 2025, including U.S.-China relations and hybrid warfare.

The article outlines the German economy's challenges, including an investment deficit and the impact of upcoming elections on fiscal reforms.

Escalating geopolitical tensions, increased economic frictions, and ongoing conflicts will require companies to relocate operations to mitigate risks.

While monetary policy in LatAm has been nothing short of prudent, both on the way up and down, LatAm’s post Covid and post elections fiscal consolidation...

Detailed macroeconomic analysis of the evolution of the US, Chinese and Indian economies, with forecasts for interest rates, inflation and growth.

The first, and potentially only, election debate between the two U.S. presidential candidates, Kamala Harris and Donald Trump, was light on policy details...

The Talks outlines the decision of President Biden to exit the 2024 presidential race, endorsing Kamala Harris as the Democratic nominee. Significant...

Protectionism, sanctions, tariffs, export controls and trade wars will intensify. Investors must assess these evolving risks.

This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections.

Unlock critical investment insights with the May 2024 Cross Asset Strategy Report, covering US, China, and India's economic forecasts, inflation, and...

Stay informed on finance with our expert analysis. Explore macroeconomic trends, Eurozone PMIs, emerging markets, central bank updates & geopolitical...

A geopolitical understanding of the Taiwan elections and its impact on markets.

The Talks outlines the investment and geopolitical implications of Fitch's downgrade of its credit rating for the United States.

UK monetary policy to avert risk of a wage-price spiral

Geopolitics has become an ever increasing concern for financial markets over the past few years. Fractures and shifts in alliances are transforming the...