3/04/2025 Economy & Markets Liberation Day tariffs: an initial assessment In this Investment Talks we explore the main take-aways for investors from the April 2nd tariff announcement by Trump.
11/03/2025 Economy & Markets Tariffs and European news fuel volatility In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.
7/11/2024 Economy & Markets Trump Victory: Key implications for investors 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".
23/10/2024 Economy & Markets 2024 US elections: macro, geopolitical, and investment persp... This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections and implications for investors across asset classes,...
10/10/2024 Economy & Markets Macroeconomic and financial market forecasts - October 2024 Discover comprehensive macroeconomic and financial market forecasts for September 2024, updated as of October.
17/09/2024 Economy & Markets Macroeconomic and financial market forecasts - September 202... Discover comprehensive macroeconomic and financial market forecasts for September 2024, updated as of 5 September.
26/07/2024 Economy & Markets Macroeconomic and financial market forecasts - July/August 2... Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of July 24, 2024. Get insights crucial for informed decision-making...
7/05/2024 Economy & Markets Macroeconomic and financial market forecasts - May 2024 Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of April 29, 2024. Get insights crucial for informed decision-making...
17/04/2024 Economy & Markets Macroeconomic and financial market forecasts - April 2024 Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of April 12, 2024. Get insights crucial for informed decision-making...
12/03/2024 Economy & Markets Macroeconomic and financial market forecasts - March 2024 Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of March 7, 2024. Get insights crucial for informed decision-making...
5/03/2024 Economy & Markets Can the US sustain a rising debt burden? Dive deep into the intricacies of the burgeoning US debt crisis and its profound implications for the finance sector. Explore nuanced fiscal adjustment...
13/02/2024 Economy & Markets Macroeconomic and financial market forecasts - February 2024 Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of February 2, 2024. Get insights crucial for informed decision-making...
16/01/2024 Economy & Markets Macroeconomic and financial market forecasts - January 2024 Macroeconomic and Financial Market forecasts
15/12/2023 Economy & Markets Macroeconomic and financial market forecasts - December 2023 Macroeconomic and Financial Market forecasts
10/10/2023 Economy & Markets Macroeconomic and financial market forecasts - October 2023 Macroeconomics forecasts
