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

The article analyzes the effects of Trump's second term on the global economy and markets, focusing on tariffs, inflation, and trade relations, particularly...

The US economy is transitioning to slower growth, with a soft landing expected amid reduced imbalances and declining inflation.

The global outlook for 2025 is benign, but geopolitics and national policies are creating a more fragmented world that may bring new surprises.

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".

This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections and implications for investors across asset classes,...

Mario Draghi’s report on Europe’s declining competitiveness poses a significant challenge for policymakers. While it has broad support, implementation...

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

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

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

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

Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of April 12, 2024. Get insights crucial for informed decision-making...

Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of March 7, 2024. Get insights crucial for informed decision-making...

Dive deep into the intricacies of the burgeoning US debt crisis and its profound implications for the finance sector. Explore nuanced fiscal adjustment...

Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of February 2, 2024. Get insights crucial for informed decision-making...