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

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

Discover how the Bank of Japan's shift to traditional monetary strategies is reshaping investment landscapes. Essential insights for investors.

Discover the potential of small-cap and value stocks as they begin to outperform, offering a unique investment window amid global economic recovery.

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

Navigate finance's turbulent waters with insights on regional inflation shocks, China's lowflation era, and geopolitical impacts.

Optimize your investments with insights into Japan's dynamic equity market. Discover why 2024 holds promise amidst profit recovery, capital efficiency,...

Navigate 2024's economic landscape with insights on disinflation trends, central bank policies, and emerging market dynamics. Explore potential risks,...

Explore our monthly publication for insights on global economic trends. Anticipate a shift from 3.1% growth in 2023 to a 2.4% pace in 2024, diverging...

Inflation has been on a declining path in advanced countries, albeit with some stickiness in services inflation

Core inflation has been persistent across both the United States and the Eurozone, slightly reversing previous indications of a smoother path and a faster...

We expect inflation to trend higher across emerging and developed markets and growth to be lower than initially expected, with higher risks for Europe...

The return of inflation is clearly one of the top themes of 2021 and the post-pandemic economic revival.