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

End in sight: Bank of Japan to complete policy normalisation

UK monetary policy to avert risk of a wage-price spiral

Real, or inflation-adjusted, bond yields are higher than they were before the pandemic, but are likely to return to pre-Covid levels in the medium term,...

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

Assessment of the recent developments in France regarding the pension reform approval and the possible scenarios ahead with implications on French equities...

Market measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have...

Q4 2022 was the first quarter of YoY profit declines for the United States, while Europe has held up better. In the United States, Big Tech-related sectors...

Understanding the latest UK budget and its main political, social and market implications

The Q2 earnings season was again stronger than expected and contributed to the equity market rally up to mid-August.

The excellent results of the first quarter also conceal weaknesses.

By calling the war in Ukraine a «tectonic shift in European history», European leaders are giving an indication of the regime changes this war could lead...

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