Our May edition outlines the geopolitical scenarios for the US-China trade war, the complexities of decoupling, and our outlook on the US Treasury market.

Our April edition outlines seven insights for navigating trade war turbulence, concentrating on emerging markets post-tariff pause, the uncertain nature...

Trade wars are disrupting the global economy, potentially causing profit recessions from rising costs and lower demand. Investors should focus on European...

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

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

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.

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

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.

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...

Find the latest edition of our monthly publication. The focus is on the IMF meeting: short-term resilience, but no reacceleration in the mid term.

Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of April 29, 2024. Get insights crucial for informed decision-making...