In this Investment Talks we explore the main take-aways for investors from the April 2nd tariff announcement by Trump.

"Scenarios, Risks and Macroeconomic Forecasts - March 2025" examines critical economic scenarios and associated risks impacting market dynamics.

In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.

Find the latest edition of our monthly publication, focusing on the evolving European political landscape and Eurozone markets.

Find the latest edition of our monthly publication. The focus is on US and the impact of Trump administration's policies across the markets.

Find the latest edition of our monthly publication. The focus is on China's economy as we enter the year of the snake.

Find the latest edition of our monthly publication. The focus is on Germany's economy and the upcoming elections.

Trump will return to the White House, with a red sweep of the Senate and House likely. Financial markets reacted by extending popular "Trump trades".

Find the latest edition of our monthly publication. The focus is on Draghi's report on EU competitiveness.

Discover comprehensive macroeconomic and financial market forecasts for September 2024, updated as of October.

Discover the latest insights on JPY carry trade unwinding due to US data and BoJ's stance. Explore the impacts on global growth and potential market moves.

Discover comprehensive macroeconomic and financial market forecasts for September 2024, updated as of 5 September.

Global stock markets have reversed, with Japan's benchmark Topix index on Aug. 5 suffering its biggest one-day drop in more than three decades.

Find the latest edition of our monthly publication. Discover insights on Central Banks' policies, US yields, and global financial conditions impacting...

Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of July 24, 2024. Get insights crucial for informed decision-making...